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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 | $249,139 | $138,102+80.4% | $125,381+98.7% | $134,532+85.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.25% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $13,957 | $5,245+166.1% | $4,815+189.8% | $4,741+194.4% |
| Participant deferral / active EE | $8,708 | $7,801+11.6% | $7,448+16.9% | $6,401+36.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |