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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 | $229,595 | $160,059+43.4% | $140,019+64.0% | $135,379+69.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.51% | 911.44%-914.0pp | 651.15%-653.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $20,005 | $6,420+211.6% | $5,605+256.9% | $4,779+318.6% |
| Participant deferral / active EE | $11,739 | $7,641+53.6% | $6,927+69.5% | $5,609+109.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |