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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 | $65,353 | $97,732-33.1% | $83,831-22.0% | $135,380-51.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.20% | 1287.56%-1293.8pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $12,556 | $4,222+197.4% | $3,631+245.8% | $4,779+162.7% |
| Participant deferral / active EE | $7,139 | $4,683+52.4% | $4,082+74.9% | $5,609+27.3% |
| Admin fee / account holder | $5 | $6,675-99.9% | $5,479-99.9% | $10,828-100.0% |