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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 | $82,928 | $97,732-15.1% | $83,831-1.1% | $135,380-38.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.32% | 1287.56%-1296.9pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $7,780 | $4,222+84.3% | $3,631+114.2% | $4,779+62.8% |
| Participant deferral / active EE | $18,300 | $4,683+290.8% | $4,082+348.3% | $5,609+226.3% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |