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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 | $97,047 | $92,766+4.6% | $82,763+17.3% | $134,545-27.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.29% | 946.97%-949.3pp | 702.45%-704.7pp | 418.37%-420.7pp |
| Employer contribution / active EE | $10,297 | $3,273+214.6% | $3,008+242.3% | $4,742+117.2% |
| Participant deferral / active EE | $10,800 | $4,802+124.9% | $4,395+145.7% | $6,401+68.7% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |