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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 | $160,289 | $82,630+94.0% | $64,105+150.0% | $125,389+27.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -1.60% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $4,163 | $2,671+55.9% | $1,820+128.8% | $4,866-14.4% |
| Participant deferral / active EE | $8,630 | $3,608+139.2% | $2,822+205.9% | $5,352+61.3% |
| Admin fee / account holder | $15 | $6,382-99.8% | $4,499-99.7% | $9,541-99.8% |