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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 | $183,143 | $90,617+102.1% | $79,476+130.4% | $135,382+35.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.73% | 977.57%-986.3pp | 718.21%-726.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $16,380 | $3,068+433.9% | $2,800+484.9% | $4,779+242.8% |
| Participant deferral / active EE | $11,072 | $4,050+173.3% | $3,704+198.9% | $5,609+97.4% |
| Admin fee / account holder | $29 | $5,907-99.5% | $5,113-99.4% | $10,829-99.7% |