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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 | $178,272 | $198,457-10.2% | $170,435+4.6% | $147,586+20.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 179.21% | 257.30%-78.1pp | 205.94%-26.7pp | 578.59%-399.4pp |
| Employer contribution / active EE | $5,948 | $6,183-3.8% | $5,432+9.5% | $4,876+22.0% |
| Participant deferral / active EE | $3,497 | $5,629-37.9% | $4,939-29.2% | $5,439-35.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |