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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,925 | $97,729+45.2% | $83,830+69.3% | $135,379+4.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.60% | 1287.52%-1290.1pp | 850.97%-853.6pp | 519.79%-522.4pp |
| Employer contribution / active EE | $19,268 | $4,222+356.4% | $3,631+430.6% | $4,779+303.2% |
| Participant deferral / active EE | $12,190 | $4,683+160.3% | $4,082+198.6% | $5,609+117.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |