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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 | $213,678 | $106,557+100.5% | $91,227+134.2% | $134,545+58.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.64% | 160.81%-174.5pp | 114.14%-127.8pp | 418.37%-432.0pp |
| Employer contribution / active EE | $15,000 | $3,332+350.2% | $2,851+426.1% | $4,742+216.4% |
| Participant deferral / active EE | $16,200 | $4,719+243.3% | $4,234+282.6% | $6,401+153.1% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |