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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 | $217,375 | $180,459+20.5% | $154,108+41.1% | $135,380+60.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.71% | 888.21%-890.9pp | 735.21%-737.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $9,614 | $6,035+59.3% | $5,298+81.5% | $4,779+101.2% |
| Participant deferral / active EE | $16,900 | $5,806+191.1% | $5,081+232.6% | $5,609+201.3% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |