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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 | $159,024 | $138,114+15.1% | $125,391+26.8% | $134,545+18.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.89% | 750.88%-763.8pp | 572.41%-585.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $30,923 | $5,246+489.5% | $4,816+542.1% | $4,742+552.2% |
| Participant deferral / active EE | $18,538 | $7,801+137.6% | $7,448+148.9% | $6,401+189.6% |
| Admin fee / account holder | $13 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |