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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 | $210,581 | $180,459+16.7% | $154,108+36.6% | $135,380+55.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.46% | 888.21%-890.7pp | 735.21%-737.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $14,460 | $6,035+139.6% | $5,298+173.0% | $4,779+202.6% |
| Participant deferral / active EE | $7,137 | $5,806+22.9% | $5,081+40.5% | $5,609+27.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |