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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 | $196,195 | $99,647+96.9% | $86,439+127.0% | $134,509+45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.85% | 6784.13%-6800.0pp | 4395.55%-4411.4pp | 418.13%-434.0pp |
| Employer contribution / active EE | $21,875 | $4,401+397.0% | $3,769+480.4% | $4,741+361.4% |
| Participant deferral / active EE | $14,500 | $7,246+100.1% | $6,952+108.6% | $6,400+126.6% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |