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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 | $127,489 | $106,557+19.6% | $91,227+39.7% | $134,545-5.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -7.09% | 160.81%-167.9pp | 114.14%-121.2pp | 418.37%-425.5pp |
| Employer contribution / active EE | $16,244 | $3,332+387.5% | $2,851+469.8% | $4,742+242.6% |
| Participant deferral / active EE | $11,768 | $4,719+149.4% | $4,234+178.0% | $6,401+83.8% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |