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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 | $143,299 | $138,102+3.8% | $125,381+14.3% | $134,532+6.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.26% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,925 | $5,245-63.3% | $4,815-60.0% | $4,741-59.4% |
| Participant deferral / active EE | $12,014 | $7,801+54.0% | $7,448+61.3% | $6,401+87.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |