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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 | $238,521 | $138,114+72.7% | $125,391+90.2% | $134,545+77.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.67% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $15,273 | $5,246+191.1% | $4,816+217.1% | $4,742+222.1% |
| Participant deferral / active EE | $16,782 | $7,801+115.1% | $7,448+125.3% | $6,401+162.2% |
| Admin fee / account holder | $115 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |