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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 | $136,211 | $180,459-24.5% | $154,108-11.6% | $135,380+0.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.47% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $9,043 | $6,035+49.8% | $5,298+70.7% | $4,779+89.2% |
| Participant deferral / active EE | $4,076 | $5,806-29.8% | $5,081-19.8% | $5,609-27.3% |
| Admin fee / account holder | $93 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |