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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 | $55,147 | $138,114-60.1% | $125,391-56.0% | $134,545-59.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.16% | 750.88%-762.0pp | 572.41%-583.6pp | 418.37%-429.5pp |
| Employer contribution / active EE | $20,242 | $5,246+285.9% | $4,816+320.3% | $4,742+326.9% |
| Participant deferral / active EE | $18,842 | $7,801+141.5% | $7,448+153.0% | $6,401+194.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |