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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 | $52,693 | $97,732-46.1% | $83,831-37.1% | $135,380-61.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.23% | 1287.56%-1294.8pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $8,295 | $4,222+96.5% | $3,631+128.4% | $4,779+73.6% |
| Participant deferral / active EE | $7,010 | $4,683+49.7% | $4,082+71.7% | $5,609+25.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |