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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 | $176,420 | $160,059+10.2% | $140,019+26.0% | $135,380+30.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.55% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.4pp |
| Employer contribution / active EE | $18,212 | $6,420+183.7% | $5,605+224.9% | $4,779+281.1% |
| Participant deferral / active EE | $28,300 | $7,641+270.4% | $6,927+308.6% | $5,609+404.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |