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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 | $93,957 | $160,059-41.3% | $140,019-32.9% | $135,380-30.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.84% | 911.48%-919.3pp | 651.17%-659.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $16,770 | $6,420+161.2% | $5,605+199.2% | $4,779+250.9% |
| Participant deferral / active EE | $10,047 | $7,641+31.5% | $6,927+45.0% | $5,609+79.1% |
| Admin fee / account holder | $269 | $13,328-98.0% | $10,705-97.5% | $10,828-97.5% |