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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 | $143,449 | $138,078+3.9% | $125,363+14.4% | $134,509+6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.49%-768.0pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $9,123 | $5,245+73.9% | $4,815+89.5% | $4,741+92.4% |
| Participant deferral / active EE | $16,421 | $7,800+110.5% | $7,447+120.5% | $6,400+156.6% |
| Admin fee / account holder | $106 | $11,566-99.1% | $10,005-98.9% | $11,427-99.1% |