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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 | $156,875 | $138,114+13.6% | $125,391+25.1% | $134,545+16.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.95% | 750.88%-768.8pp | 572.41%-590.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $13,671 | $5,246+160.6% | $4,816+183.9% | $4,742+188.3% |
| Participant deferral / active EE | $13,733 | $7,801+76.0% | $7,448+84.4% | $6,401+114.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |