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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 | $167,481 | $138,076+21.3% | $123,553+35.6% | $135,380+23.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.95% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $18,145 | $5,152+252.2% | $4,628+292.1% | $4,779+279.7% |
| Participant deferral / active EE | $11,420 | $6,800+68.0% | $6,426+77.7% | $5,609+103.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |