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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 | $113,634 | $97,732+16.3% | $83,831+35.6% | $135,380-16.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.09% | 1287.56%-1294.6pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $33,177 | $4,222+685.8% | $3,631+813.7% | $4,779+594.2% |
| Participant deferral / active EE | $5,052 | $4,683+7.9% | $4,082+23.8% | $5,609-9.9% |
| Admin fee / account holder | $57 | $6,675-99.2% | $5,479-99.0% | $10,828-99.5% |