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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 | $120,270 | $97,732+23.1% | $83,831+43.5% | $135,380-11.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.64% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,130 | $4,222-49.5% | $3,631-41.3% | $4,779-55.4% |
| Participant deferral / active EE | $5,893 | $4,683+25.9% | $4,082+44.4% | $5,609+5.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |