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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 | $218,590 | $197,819+10.5% | $155,789+40.3% | $125,389+74.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.30% | 86.73%-89.0pp | 71.54%-73.8pp | 282.24%-284.5pp |
| Employer contribution / active EE | $18,014 | $4,850+271.4% | $3,839+369.3% | $4,866+270.2% |
| Participant deferral / active EE | $6,929 | $5,631+23.0% | $4,798+44.4% | $5,352+29.5% |
| Admin fee / account holder | $13 | $9,544-99.9% | $7,477-99.8% | $9,541-99.9% |