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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 | $100,882 | $84,697+19.1% | $73,845+36.6% | $125,393-19.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.15% | 3123.66%-3126.8pp | 2267.91%-2271.1pp | 282.23%-285.4pp |
| Employer contribution / active EE | $17,032 | $3,123+445.3% | $2,788+511.0% | $4,866+250.0% |
| Participant deferral / active EE | $9,521 | $3,993+138.5% | $3,583+165.7% | $5,351+77.9% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |