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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 | $230,344 | $97,729+135.7% | $83,830+174.8% | $135,379+70.1% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -7.69% | 1287.52%-1295.2pp | 850.97%-858.7pp | 519.79%-527.5pp |
| Employer contribution / active EE | $13,180 | $4,222+212.2% | $3,631+263.0% | $4,779+175.8% |
| Participant deferral / active EE | $8,844 | $4,683+88.9% | $4,082+116.7% | $5,609+57.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |