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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 | $100,416 | $138,078-27.3% | $125,363-19.9% | $134,509-25.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.13% | 750.49%-761.6pp | 572.15%-583.3pp | 418.13%-429.3pp |
| Employer contribution / active EE | $16,128 | $5,245+207.5% | $4,815+235.0% | $4,741+240.2% |
| Participant deferral / active EE | $16,777 | $7,800+115.1% | $7,447+125.3% | $6,400+162.1% |
| Admin fee / account holder | $118 | $11,566-99.0% | $10,005-98.8% | $11,427-99.0% |