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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 | $140,210 | $138,102+1.5% | $125,381+11.8% | $134,532+4.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.02% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $17,935 | $5,245+241.9% | $4,815+272.5% | $4,741+278.3% |
| Participant deferral / active EE | $7,853 | $7,801+0.7% | $7,448+5.4% | $6,401+22.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |