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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 | $147,825 | $99,644+48.4% | $86,438+71.0% | $134,532+9.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.79% | 6787.26%-6805.0pp | 4397.19%-4415.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $7,500 | $4,402+70.4% | $3,769+99.0% | $4,741+58.2% |
| Participant deferral / active EE | $13,500 | $7,247+86.3% | $6,952+94.2% | $6,401+110.9% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |