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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 | $224,966 | $135,639+65.9% | $110,241+104.1% | $135,382+66.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.43% | 513.21%-518.6pp | 314.75%-320.2pp | 519.77%-525.2pp |
| Employer contribution / active EE | $12,366 | $4,907+152.0% | $3,827+223.2% | $4,779+158.8% |
| Participant deferral / active EE | $18,924 | $5,507+243.6% | $4,672+305.0% | $5,609+237.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |