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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 | $176,919 | $135,645+30.4% | $110,243+60.5% | $135,379+30.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.52% | 513.24%-519.8pp | 314.76%-321.3pp | 519.79%-526.3pp |
| Employer contribution / active EE | $9,738 | $4,907+98.5% | $3,827+154.5% | $4,779+103.8% |
| Participant deferral / active EE | $9,700 | $5,507+76.1% | $4,672+107.6% | $5,609+72.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |