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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 | $152,353 | $97,732+55.9% | $83,831+81.7% | $135,380+12.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.53% | 1287.56%-1297.1pp | 850.99%-860.5pp | 519.81%-529.3pp |
| Employer contribution / active EE | $6,000 | $4,222+42.1% | $3,631+65.2% | $4,779+25.6% |
| Participant deferral / active EE | $6,650 | $4,683+42.0% | $4,082+62.9% | $5,609+18.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |