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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 | $38,082 | $135,645-71.9% | $110,243-65.5% | $135,379-71.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.14% | 513.24%-517.4pp | 314.76%-318.9pp | 519.79%-523.9pp |
| Employer contribution / active EE | $15,153 | $4,907+208.8% | $3,827+296.0% | $4,779+217.1% |
| Participant deferral / active EE | $3,208 | $5,507-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |