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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 | $72,233 | $138,102-47.7% | $125,381-42.4% | $134,532-46.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.69% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $4,500 | $5,245-14.2% | $4,815-6.6% | $4,741-5.1% |
| Participant deferral / active EE | $16,250 | $7,801+108.3% | $7,448+118.2% | $6,401+153.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |