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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 | $94,424 | $97,732-3.4% | $83,831+12.6% | $135,380-30.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.07% | 1287.56%-1293.6pp | 850.99%-857.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $11,259 | $4,222+166.7% | $3,631+210.1% | $4,779+135.6% |
| Participant deferral / active EE | $14,376 | $4,683+207.0% | $4,082+252.2% | $5,609+156.3% |
| Admin fee / account holder | $138 | $6,675-97.9% | $5,479-97.5% | $10,828-98.7% |