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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 | $158,798 | $160,059-0.8% | $140,019+13.4% | $135,380+17.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.72% | 911.48%-914.2pp | 651.17%-653.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $18,569 | $6,420+189.3% | $5,605+231.3% | $4,779+288.6% |
| Participant deferral / active EE | $10,969 | $7,641+43.6% | $6,927+58.4% | $5,609+95.6% |
| Admin fee / account holder | $60 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |