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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 | $136,267 | $90,320+50.9% | $59,496+129.0% | $125,389+8.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.13% | 369.13%-372.3pp | 182.05%-185.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $6,413 | $1,792+257.9% | $1,153+456.2% | $4,866+31.8% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |