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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 | $150,141 | $92,743+61.9% | $82,744+81.5% | $134,532+11.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.96% | 946.63%-960.6pp | 702.22%-716.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,430 | $3,273-56.3% | $3,008-52.5% | $4,741-69.8% |
| Participant deferral / active EE | $13,650 | $4,802+184.3% | $4,395+210.6% | $6,401+113.3% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |