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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 | $102,810 | $138,114-25.6% | $125,391-18.0% | $134,545-23.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.65% | 750.88%-756.5pp | 572.41%-578.1pp | 418.37%-424.0pp |
| Employer contribution / active EE | $8,991 | $5,246+71.4% | $4,816+86.7% | $4,742+89.6% |
| Participant deferral / active EE | $12,338 | $7,801+58.2% | $7,448+65.6% | $6,401+92.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |