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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 | $221,050 | $92,766+138.3% | $82,763+167.1% | $134,545+64.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -15.42% | 946.97%-962.4pp | 702.45%-717.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,477 | $3,273+36.8% | $3,008+48.8% | $4,742-5.6% |
| Participant deferral / active EE | $11,340 | $4,802+136.1% | $4,395+158.0% | $6,401+77.2% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |