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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 | $124,540 | $160,059-22.2% | $140,019-11.1% | $135,380-8.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.00% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $15,911 | $6,420+147.9% | $5,605+183.9% | $4,779+232.9% |
| Participant deferral / active EE | $11,822 | $7,641+54.7% | $6,927+70.7% | $5,609+110.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |