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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 | $138,301 | $92,684+49.2% | $82,706+67.2% | $134,509+2.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.01% | 945.84%-965.9pp | 701.76%-721.8pp | 418.13%-438.1pp |
| Employer contribution / active EE | $10,302 | $3,272+214.9% | $3,007+242.5% | $4,741+117.3% |
| Participant deferral / active EE | $12,091 | $4,800+151.9% | $4,394+175.2% | $6,400+88.9% |
| Admin fee / account holder | $102 | $5,982-98.3% | $5,329-98.1% | $11,427-99.1% |