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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 | $85,549 | $160,059-46.6% | $140,019-38.9% | $135,380-36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.59% | 911.48%-920.1pp | 651.17%-659.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $13,402 | $6,420+108.8% | $5,605+139.1% | $4,779+180.5% |
| Participant deferral / active EE | $16,462 | $7,641+115.5% | $6,927+137.7% | $5,609+193.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |