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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 | $217,805 | $135,639+60.6% | $110,241+97.6% | $135,382+60.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.34% | 513.21%-520.6pp | 314.75%-322.1pp | 519.77%-527.1pp |
| Employer contribution / active EE | $28,268 | $4,907+476.1% | $3,827+638.7% | $4,779+491.5% |
| Participant deferral / active EE | $18,500 | $5,507+235.9% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |