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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 | $63,280 | $99,668-36.5% | $86,451-26.8% | $134,545-53.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.49% | 6789.61%-6808.1pp | 4398.51%-4417.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $5,000 | $4,403+13.6% | $3,770+32.6% | $4,742+5.5% |
| Participant deferral / active EE | $20,500 | $7,249+182.8% | $6,953+194.8% | $6,401+220.2% |
| Admin fee / account holder | $248 | $8,377-97.0% | $6,734-96.3% | $11,431-97.8% |