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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 | $182,298 | $160,059+13.9% | $140,019+30.2% | $135,379+34.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.55% | 911.44%-917.0pp | 651.15%-656.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $14,000 | $6,420+118.1% | $5,605+149.8% | $4,779+193.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $164 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |