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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 | $209,156 | $138,114+51.4% | $125,391+66.8% | $134,545+55.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.40% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $22,788 | $5,246+334.4% | $4,816+373.2% | $4,742+380.6% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $246 | $11,570-97.9% | $10,009-97.5% | $11,431-97.8% |