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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 | $167,749 | $138,114+21.5% | $125,391+33.8% | $134,545+24.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.26% | 750.88%-759.1pp | 572.41%-580.7pp | 418.37%-426.6pp |
| Employer contribution / active EE | $13,809 | $5,246+163.2% | $4,816+186.7% | $4,742+191.2% |
| Participant deferral / active EE | $19,734 | $7,801+153.0% | $7,448+165.0% | $6,401+208.3% |
| Admin fee / account holder | $74 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |