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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 | $173,023 | $138,114+25.3% | $125,391+38.0% | $134,545+28.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.61% | 750.88%-752.5pp | 572.41%-574.0pp | 418.37%-420.0pp |
| Employer contribution / active EE | $2,598 | $5,246-50.5% | $4,816-46.1% | $4,742-45.2% |
| Participant deferral / active EE | $13,586 | $7,801+74.2% | $7,448+82.4% | $6,401+112.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |