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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 | $93,358 | $97,732-4.5% | $83,831+11.4% | $135,380-31.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.03% | 1287.56%-1295.6pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $13,882 | $4,222+228.8% | $3,631+282.3% | $4,779+190.5% |
| Participant deferral / active EE | $8,666 | $4,683+85.1% | $4,082+112.3% | $5,609+54.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |