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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 | $118,607 | $138,068-14.1% | $125,358-5.4% | $134,493-11.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.33% | 750.30%-767.6pp | 572.03%-589.4pp | 418.01%-435.3pp |
| Employer contribution / active EE | $14,471 | $5,244+176.0% | $4,814+200.6% | $4,740+205.3% |
| Participant deferral / active EE | $15,224 | $7,799+95.2% | $7,447+104.4% | $6,400+137.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |