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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 | $194,304 | $180,459+7.7% | $154,108+26.1% | $135,380+43.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.62% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,437 | $6,035-59.6% | $5,298-54.0% | $4,779-49.0% |
| Participant deferral / active EE | $8,708 | $5,806+50.0% | $5,081+71.4% | $5,609+55.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |