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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 | $138,068+48.5% | $125,358+63.6% | $134,493+52.5% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -20.55% | 750.30%-770.9pp | 572.03%-592.6pp | 418.01%-438.6pp |
| Employer contribution / active EE | $14,233 | $5,244+171.4% | $4,814+195.7% | $4,740+200.3% |
| Participant deferral / active EE | $14,730 | $7,799+88.9% | $7,447+97.8% | $6,400+130.2% |
| Admin fee / account holder | $72 | $11,568-99.4% | $10,007-99.3% | $11,425-99.4% |