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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 | $28,457 | $138,102-79.4% | $125,381-77.3% | $134,532-78.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.75% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $8,271 | $5,245+57.7% | $4,815+71.8% | $4,741+74.5% |
| Participant deferral / active EE | $17,980 | $7,801+130.5% | $7,448+141.4% | $6,401+180.9% |
| Admin fee / account holder | $79 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |