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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 | $85,129 | $90,607-6.0% | $79,467+7.1% | $135,380-37.1% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -7.03% | 977.74%-984.8pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $9,687 | $3,068+215.8% | $2,800+245.9% | $4,779+102.7% |
| Participant deferral / active EE | $15,480 | $4,050+282.2% | $3,704+317.9% | $5,609+176.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |