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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 | $39,813 | $138,078-71.2% | $125,363-68.2% | $134,509-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.08% | 750.49%-763.6pp | 572.15%-585.2pp | 418.13%-431.2pp |
| Employer contribution / active EE | $8,537 | $5,245+62.8% | $4,815+77.3% | $4,741+80.1% |
| Participant deferral / active EE | $6,403 | $7,800-17.9% | $7,447-14.0% | $6,4000% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |