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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 | $92,114 | $99,644-7.6% | $86,438+6.6% | $134,532-31.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.10% | 6787.26%-6806.4pp | 4397.19%-4416.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $18,271 | $4,402+315.1% | $3,769+384.7% | $4,741+285.4% |
| Participant deferral / active EE | $13,929 | $7,247+92.2% | $6,952+100.3% | $6,401+117.6% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |