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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 | $157,200 | $138,078+13.8% | $125,363+25.4% | $134,509+16.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.45% | 750.49%-760.9pp | 572.15%-582.6pp | 418.13%-428.6pp |
| Employer contribution / active EE | $5,678 | $5,245+8.3% | $4,815+17.9% | $4,741+19.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |