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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 | $143,915 | $138,102+4.2% | $125,381+14.8% | $134,532+7.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.34% | 750.73%-757.1pp | 572.31%-578.6pp | 418.27%-424.6pp |
| Employer contribution / active EE | $13,139 | $5,245+150.5% | $4,815+172.9% | $4,741+177.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |