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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 | $133,026 | $160,059-16.9% | $140,019-5.0% | $135,380-1.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.03% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $18,724 | $6,420+191.7% | $5,605+234.0% | $4,779+291.8% |
| Participant deferral / active EE | $16,907 | $7,641+121.3% | $6,927+144.1% | $5,609+201.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |