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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 | $210,034 | $180,466+16.4% | $154,114+36.3% | $135,382+55.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.99% | 888.15%-896.1pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $31,401 | $6,035+420.3% | $5,298+492.7% | $4,779+557.1% |
| Participant deferral / active EE | $17,129 | $5,806+195.0% | $5,081+237.1% | $5,609+205.4% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |