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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 | $237,464 | $135,645+75.1% | $110,243+115.4% | $135,380+75.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.69% | 513.24%-516.9pp | 314.76%-318.4pp | 519.81%-523.5pp |
| Employer contribution / active EE | $19,848 | $4,907+304.5% | $3,827+418.7% | $4,779+315.3% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,672+156.8% | $5,609+113.9% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |