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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 | $130,857 | $138,102-5.2% | $125,381+4.4% | $134,532-2.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.16% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $14,897 | $5,245+184.0% | $4,815+209.4% | $4,741+214.2% |
| Participant deferral / active EE | $7,375 | $7,801-5.5% | $7,448-1.0% | $6,401+15.2% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |