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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 | $86,441 | $135,645-36.3% | $110,243-21.6% | $135,380-36.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.96% | 513.24%-519.2pp | 314.76%-320.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $12,636 | $4,907+157.5% | $3,827+230.2% | $4,779+164.4% |
| Participant deferral / active EE | $4,412 | $5,507-19.9% | $4,672-5.6% | $5,609-21.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |