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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 | $100,244 | $180,459-44.5% | $154,108-35.0% | $135,380-26.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $21,250 | $6,035+252.1% | $5,298+301.1% | $4,779+344.7% |
| Participant deferral / active EE | $30,667 | $5,806+428.2% | $5,081+503.6% | $5,609+446.7% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |