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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 | $135,658 | $180,459-24.8% | $154,108-12.0% | $135,380+0.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.29% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $5,237 | $6,035-13.2% | $5,298-1.1% | $4,779+9.6% |
| Participant deferral / active EE | $12,333 | $5,806+112.4% | $5,081+142.8% | $5,609+119.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |