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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 | $202,474 | $180,459+12.2% | $154,108+31.4% | $135,380+49.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.43% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $8,970 | $6,035+48.6% | $5,298+69.3% | $4,779+87.7% |
| Participant deferral / active EE | $11,650 | $5,806+100.6% | $5,081+129.3% | $5,609+107.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |