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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 | $119,441 | $84,551+41.3% | $61,452+94.4% | $134,532-11.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -4.98% | 585.39%-590.4pp | 338.96%-343.9pp | 418.27%-423.2pp |
| Employer contribution / active EE | $4,200 | $1,545+171.9% | $1,160+262.2% | $4,741-11.4% |
| Participant deferral / active EE | $6,300 | $2,818+123.5% | $2,125+196.5% | $6,401-1.6% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |