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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 | $114,261 | $90,617+26.1% | $79,476+43.8% | $135,382-15.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.24% | 977.57%-982.8pp | 718.21%-723.5pp | 519.77%-525.0pp |
| Employer contribution / active EE | $6,499 | $3,068+111.8% | $2,800+132.1% | $4,779+36.0% |
| Participant deferral / active EE | $16,586 | $4,050+309.5% | $3,704+347.8% | $5,609+195.7% |
| Admin fee / account holder | $70 | $5,907-98.8% | $5,113-98.6% | $10,829-99.4% |