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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 | $64,765 | $160,059-59.5% | $140,019-53.7% | $135,379-52.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.04% | 911.44%-920.5pp | 651.15%-660.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $16,935 | $6,420+163.8% | $5,605+202.1% | $4,779+254.4% |
| Participant deferral / active EE | $10,473 | $7,641+37.1% | $6,927+51.2% | $5,609+86.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |