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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 | $146,847 | $138,102+6.3% | $125,381+17.1% | $134,532+9.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.48% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,715 | $5,245-29.2% | $4,815-22.9% | $4,741-21.6% |
| Participant deferral / active EE | $5,590 | $7,801-28.3% | $7,448-24.9% | $6,401-12.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |