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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 | $122,853 | $104,106+18.0% | $71,086+72.8% | $135,379-9.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -4.32% | 1256.30%-1260.6pp | 650.59%-654.9pp | 519.79%-524.1pp |
| Employer contribution / active EE | $3,300 | $1,485+122.2% | $1,088+203.4% | $4,779-30.9% |
| Participant deferral / active EE | $9,575 | $2,527+278.9% | $1,874+410.9% | $5,609+70.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |