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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 | $112,246 | $99,668+12.6% | $86,451+29.8% | $134,545-16.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.66% | 6789.61%-6809.3pp | 4398.51%-4418.2pp | 418.37%-438.0pp |
| Employer contribution / active EE | $33,500 | $4,403+660.9% | $3,770+788.6% | $4,742+606.5% |
| Participant deferral / active EE | $18,000 | $7,249+148.3% | $6,953+158.9% | $6,401+181.2% |
| Admin fee / account holder | $6 | $8,377-99.9% | $6,734-99.9% | $11,431-99.9% |