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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 | $147,189 | $138,078+6.6% | $125,363+17.4% | $134,509+9.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.98% | 750.49%-767.5pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $4,800 | $5,245-8.5% | $4,815-0.3% | $4,741+1.3% |
| Participant deferral / active EE | $11,810 | $7,800+51.4% | $7,447+58.6% | $6,400+84.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |