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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 | $192,812 | $138,102+39.6% | $125,381+53.8% | $134,532+43.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.16% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $22,071 | $5,245+320.8% | $4,815+358.4% | $4,741+365.5% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |