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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 | $189,708 | $138,102+37.4% | $125,381+51.3% | $134,532+41.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.93% | 750.73%-768.7pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $8,796 | $5,245+67.7% | $4,815+82.7% | $4,741+85.5% |
| Participant deferral / active EE | $14,865 | $7,801+90.6% | $7,448+99.6% | $6,401+132.2% |
| Admin fee / account holder | $140 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |