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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 | $235,147 | $135,645+73.4% | $110,243+113.3% | $135,380+73.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.61% | 513.24%-519.8pp | 314.76%-321.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $23,046 | $4,907+369.7% | $3,827+502.2% | $4,779+382.2% |
| Participant deferral / active EE | $25,419 | $5,507+361.6% | $4,672+444.0% | $5,609+353.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |