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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 | $113,051 | $101,283+11.6% | $75,826+49.1% | $135,379-16.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -9.05% | 3384.62%-3393.7pp | 1914.15%-1923.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $6,112 | $2,382+156.6% | $1,913+219.4% | $4,779+27.9% |
| Participant deferral / active EE | $13,679 | $3,469+294.3% | $2,862+377.9% | $5,609+143.9% |
| Admin fee / account holder | $31 | $6,539-99.5% | $4,726-99.3% | $10,828-99.7% |