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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 | $152,931 | $180,459-15.3% | $154,108-0.8% | $135,380+13.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.97% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $10,642 | $6,035+76.3% | $5,298+100.9% | $4,779+122.7% |
| Participant deferral / active EE | $7,111 | $5,806+22.5% | $5,081+40.0% | $5,609+26.8% |
| Admin fee / account holder | $67 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |