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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 | $185,438 | $165,399+12.1% | $149,745+23.8% | $158,982+16.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $25,392 | $5,105+397.4% | $4,646+446.6% | $4,763+433.1% |
| Participant deferral / active EE | $6,545 | $7,183-8.9% | $6,843-4.4% | $5,983+9.4% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |