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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 | $104,113 | $138,102-24.6% | $125,381-17.0% | $134,532-22.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.65% | 750.73%-763.4pp | 572.31%-585.0pp | 418.27%-430.9pp |
| Employer contribution / active EE | $26,002 | $5,245+395.7% | $4,815+440.0% | $4,741+448.4% |
| Participant deferral / active EE | $3,997 | $7,801-48.8% | $7,448-46.3% | $6,401-37.6% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |