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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 | $158,068 | $138,102+14.5% | $125,381+26.1% | $134,532+17.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.21% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $22,240 | $5,245+324.0% | $4,815+361.9% | $4,741+369.1% |
| Participant deferral / active EE | $14,800 | $7,801+89.7% | $7,448+98.7% | $6,401+131.2% |
| Admin fee / account holder | $9 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |