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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 | $129,672 | $138,102-6.1% | $125,381+3.4% | $134,532-3.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.64% | 750.73%-770.4pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $8,643 | $5,245+64.8% | $4,815+79.5% | $4,741+82.3% |
| Participant deferral / active EE | $11,015 | $7,801+41.2% | $7,448+47.9% | $6,401+72.1% |
| Admin fee / account holder | $64 | $11,568-99.4% | $10,007-99.4% | $11,429-99.4% |