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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 | $223,139 | $180,459+23.7% | $154,108+44.8% | $135,380+64.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.10% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $13,126 | $6,035+117.5% | $5,298+147.8% | $4,779+174.7% |
| Participant deferral / active EE | $6,188 | $5,806+6.6% | $5,081+21.8% | $5,609+10.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |