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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 | $232,019 | $138,075+68.0% | $123,552+87.8% | $135,379+71.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.98% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $36,500 | $5,152+608.5% | $4,628+688.7% | $4,779+663.8% |
| Participant deferral / active EE | $21,500 | $6,800+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,285-99.5% | $10,828-99.5% |