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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 | $117,028 | $180,459-35.1% | $154,108-24.1% | $135,380-13.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.88% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $14,349 | $6,035+137.8% | $5,298+170.9% | $4,779+200.3% |
| Participant deferral / active EE | $5,373 | $5,806-7.5% | $5,081+5.7% | $5,609-4.2% |
| Admin fee / account holder | $286 | $16,145-98.2% | $13,411-97.9% | $10,828-97.4% |