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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 | $110,900 | $135,645-18.2% | $110,243+0.6% | $135,380-18.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.02% | 513.24%-521.3pp | 314.76%-322.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $8,175 | $4,907+66.6% | $3,827+113.6% | $4,779+71.1% |
| Participant deferral / active EE | $10,208 | $5,507+85.4% | $4,672+118.5% | $5,609+82.0% |
| Admin fee / account holder | $257 | $11,458-97.8% | $8,548-97.0% | $10,828-97.6% |