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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 | $73,531 | $190,862-61.5% | $159,991-54.0% | $134,509-45.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.64% | 552.59%-572.2pp | 408.82%-428.5pp | 418.13%-437.8pp |
| Employer contribution / active EE | $27,500 | $4,995+450.6% | $4,225+550.9% | $4,741+480.1% |
| Participant deferral / active EE | $5,000 | $6,924-27.8% | $6,183-19.1% | $6,400-21.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |