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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 | $108,607 | $90,607+19.9% | $79,467+36.7% | $135,380-19.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.55% | 977.74%-985.3pp | 718.30%-725.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $12,178 | $3,068+297.0% | $2,800+334.9% | $4,779+154.8% |
| Participant deferral / active EE | $9,036 | $4,050+123.1% | $3,704+144.0% | $5,609+61.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |