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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 | $164,786 | $138,072+19.3% | $123,549+33.4% | $135,382+21.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.88% | 153.69%-154.6pp | 119.20%-120.1pp | 519.77%-520.7pp |
| Employer contribution / active EE | $11,484 | $5,152+122.9% | $4,628+148.2% | $4,779+140.3% |
| Participant deferral / active EE | $9,100 | $6,799+33.8% | $6,426+41.6% | $5,609+62.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |