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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 | $22,245 | $97,732-77.2% | $83,831-73.5% | $135,380-83.6% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -9.55% | 1287.56%-1297.1pp | 850.99%-860.5pp | 519.81%-529.4pp |
| Employer contribution / active EE | $6,513 | $4,222+54.3% | $3,631+79.4% | $4,779+36.3% |
| Participant deferral / active EE | $5,609 | $4,683+19.8% | $4,082+37.4% | $5,6090% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |