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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 | $241,185 | $138,114+74.6% | $125,391+92.3% | $134,545+79.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.34% | 750.88%-758.2pp | 572.41%-579.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $13,287 | $5,246+153.3% | $4,816+175.9% | $4,742+180.2% |
| Participant deferral / active EE | $17,445 | $7,801+123.6% | $7,448+134.2% | $6,401+172.5% |
| Admin fee / account holder | $297 | $11,570-97.4% | $10,009-97.0% | $11,431-97.4% |