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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 | $233,938 | $160,059+46.2% | $140,019+67.1% | $135,380+72.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.81% | 911.48%-913.3pp | 651.17%-653.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $12,111 | $6,420+88.7% | $5,605+116.1% | $4,779+153.4% |
| Participant deferral / active EE | $9,413 | $7,641+23.2% | $6,927+35.9% | $5,609+67.8% |
| Admin fee / account holder | $7 | $13,328-100.0% | $10,705-99.9% | $10,828-99.9% |