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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 | $113,783 | $138,078-17.6% | $125,363-9.2% | $134,509-15.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.73% | 750.49%-767.2pp | 572.15%-588.9pp | 418.13%-434.9pp |
| Employer contribution / active EE | $9,621 | $5,245+83.4% | $4,815+99.8% | $4,741+102.9% |
| Participant deferral / active EE | $9,621 | $7,800+23.3% | $7,447+29.2% | $6,400+50.3% |
| Admin fee / account holder | $242 | $11,566-97.9% | $10,005-97.6% | $11,427-97.9% |