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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 | $206,205 | $138,114+49.3% | $125,391+64.4% | $134,545+53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.15% | 750.88%-763.0pp | 572.41%-584.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $21,162 | $5,246+303.4% | $4,816+339.4% | $4,742+346.3% |
| Participant deferral / active EE | $15,792 | $7,801+102.4% | $7,448+112.0% | $6,401+146.7% |
| Admin fee / account holder | $96 | $11,570-99.2% | $10,009-99.0% | $11,431-99.2% |