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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 | $166,000 | $138,102+20.2% | $125,381+32.4% | $134,532+23.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.37% | 750.73%-755.1pp | 572.31%-576.7pp | 418.27%-422.6pp |
| Employer contribution / active EE | $4,023 | $5,245-23.3% | $4,815-16.5% | $4,741-15.2% |
| Participant deferral / active EE | $19,794 | $7,801+153.7% | $7,448+165.8% | $6,401+209.2% |
| Admin fee / account holder | $127 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |