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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 | $206,057 | $180,466+14.2% | $154,114+33.7% | $135,382+52.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.90% | 888.15%-891.1pp | 735.16%-738.1pp | 519.77%-522.7pp |
| Employer contribution / active EE | $9,201 | $6,035+52.5% | $5,298+73.7% | $4,779+92.5% |
| Participant deferral / active EE | $3,637 | $5,806-37.4% | $5,081-28.4% | $5,609-35.2% |
| Admin fee / account holder | $96 | $16,144-99.4% | $13,411-99.3% | $10,829-99.1% |