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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 | $132,122 | $180,459-26.8% | $154,108-14.3% | $135,380-2.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.85% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $11,535 | $6,035+91.1% | $5,298+117.7% | $4,779+141.4% |
| Participant deferral / active EE | $10,107 | $5,806+74.1% | $5,081+98.9% | $5,609+80.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |