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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 | $191,187 | $160,059+19.4% | $140,019+36.5% | $135,380+41.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.63% | 911.48%-919.1pp | 651.17%-658.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $16,008 | $6,420+149.4% | $5,605+185.6% | $4,779+235.0% |
| Participant deferral / active EE | $13,502 | $7,641+76.7% | $6,927+94.9% | $5,609+140.7% |
| Admin fee / account holder | $167 | $13,328-98.7% | $10,705-98.4% | $10,828-98.5% |