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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 | $164,310 | $135,639+21.1% | $110,241+49.0% | $135,377+21.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.17% | 513.21%-520.4pp | 314.75%-321.9pp | 519.75%-526.9pp |
| Employer contribution / active EE | $14,050 | $4,907+186.4% | $3,827+267.2% | $4,779+194.0% |
| Participant deferral / active EE | $4,552 | $5,507-17.3% | $4,672-2.6% | $5,609-18.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,828-100.0% |