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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 | $193,245 | $138,114+39.9% | $125,391+54.1% | $134,545+43.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.63% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $4,937 | $5,246-5.9% | $4,816+2.5% | $4,742+4.1% |
| Participant deferral / active EE | $18,620 | $7,801+138.7% | $7,448+150.0% | $6,401+190.9% |
| Admin fee / account holder | $134 | $11,570-98.8% | $10,009-98.7% | $11,431-98.8% |