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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 | $184,578 | $180,459+2.3% | $154,108+19.8% | $135,380+36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $6,756 | $6,035+11.9% | $5,298+27.5% | $4,779+41.4% |
| Participant deferral / active EE | $7,836 | $5,806+35.0% | $5,081+54.2% | $5,609+39.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |