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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 | $98,989 | $97,732+1.3% | $83,831+18.1% | $135,380-26.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.84% | 1287.56%-1296.4pp | 850.99%-859.8pp | 519.81%-528.6pp |
| Employer contribution / active EE | $9,728 | $4,222+130.4% | $3,631+167.9% | $4,779+103.6% |
| Participant deferral / active EE | $11,422 | $4,683+143.9% | $4,082+179.8% | $5,609+103.6% |
| Admin fee / account holder | $21 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |