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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 | $103,331 | $180,459-42.7% | $154,108-32.9% | $135,380-23.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.71% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $13,790 | $6,035+128.5% | $5,298+160.3% | $4,779+188.6% |
| Participant deferral / active EE | $16,570 | $5,806+185.4% | $5,081+226.1% | $5,609+195.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |