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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 | $100,298 | $138,102-27.4% | $125,381-20.0% | $134,532-25.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.43% | 750.73%-763.2pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $40,500 | $5,245+672.1% | $4,815+741.1% | $4,741+754.2% |
| Participant deferral / active EE | $17,875 | $7,801+129.2% | $7,448+140.0% | $6,401+179.3% |
| Admin fee / account holder | $235 | $11,568-98.0% | $10,007-97.6% | $11,429-97.9% |