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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 | $241,553 | $135,645+78.1% | $110,243+119.1% | $135,380+78.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.80% | 513.24%-515.0pp | 314.76%-316.6pp | 519.81%-521.6pp |
| Employer contribution / active EE | $14,017 | $4,907+185.7% | $3,827+266.3% | $4,779+193.3% |
| Participant deferral / active EE | $12,382 | $5,507+124.8% | $4,672+165.0% | $5,609+120.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |