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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 | $169,526 | $180,462-6.1% | $154,111+10.0% | $135,379+25.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.53% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $9,351 | $6,036+54.9% | $5,298+76.5% | $4,779+95.7% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $151 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |