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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 | $115,157 | $138,102-16.6% | $125,381-8.2% | $134,532-14.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.45% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $6,298 | $5,245+20.1% | $4,815+30.8% | $4,741+32.8% |
| Participant deferral / active EE | $14,321 | $7,801+83.6% | $7,448+92.3% | $6,401+123.7% |
| Admin fee / account holder | $259 | $11,568-97.8% | $10,007-97.4% | $11,429-97.7% |