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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 | $155,686 | $138,078+12.8% | $125,363+24.2% | $134,509+15.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.73% | 750.49%-756.2pp | 572.15%-577.9pp | 418.13%-423.9pp |
| Employer contribution / active EE | $1,854 | $5,245-64.7% | $4,815-61.5% | $4,741-60.9% |
| Participant deferral / active EE | $20,284 | $7,800+160.1% | $7,447+172.4% | $6,400+216.9% |
| Admin fee / account holder | $15 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |