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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 | $120,832 | $138,102-12.5% | $125,381-3.6% | $134,532-10.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.80% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $22,114 | $5,245+321.6% | $4,815+359.2% | $4,741+366.4% |
| Participant deferral / active EE | $10,679 | $7,801+36.9% | $7,448+43.4% | $6,401+66.8% |
| Admin fee / account holder | $17 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |