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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 | $241,306 | $138,102+74.7% | $125,381+92.5% | $134,532+79.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.80% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,229 | $5,245-76.6% | $4,815-74.5% | $4,741-74.1% |
| Participant deferral / active EE | $19,210 | $7,801+146.3% | $7,448+157.9% | $6,401+200.1% |
| Admin fee / account holder | $25 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |