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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 | $205,047 | $138,114+48.5% | $125,391+63.5% | $134,545+52.4% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -20.55% | 750.88%-771.4pp | 572.41%-593.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $14,233 | $5,246+171.3% | $4,816+195.6% | $4,742+200.2% |
| Participant deferral / active EE | $14,730 | $7,801+88.8% | $7,448+97.8% | $6,401+130.1% |
| Admin fee / account holder | $72 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |