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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 | $187,989 | $99,644+88.7% | $86,438+117.5% | $134,532+39.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.25% | 6787.26%-6800.5pp | 4397.19%-4410.4pp | 418.27%-431.5pp |
| Employer contribution / active EE | $6,921 | $4,402+57.2% | $3,769+83.6% | $4,741+46.0% |
| Participant deferral / active EE | $22,900 | $7,247+216.0% | $6,952+229.4% | $6,401+257.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |