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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 | $190,506 | $138,114+37.9% | $125,391+51.9% | $134,545+41.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -14.01% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $4,342 | $5,246-17.2% | $4,816-9.8% | $4,742-8.4% |
| Participant deferral / active EE | $11,569 | $7,801+48.3% | $7,448+55.3% | $6,401+80.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |