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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 | $156,018 | $138,114+13.0% | $125,391+24.4% | $134,545+16.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.85% | 750.88%-765.7pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,379 | $5,246-73.7% | $4,816-71.4% | $4,742-70.9% |
| Participant deferral / active EE | $4,344 | $7,801-44.3% | $7,448-41.7% | $6,401-32.1% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |