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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 | $173,225 | $160,059+8.2% | $140,019+23.7% | $135,382+28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.68% | 911.44%-916.1pp | 651.15%-655.8pp | 519.77%-524.5pp |
| Employer contribution / active EE | $10,042 | $6,420+56.4% | $5,605+79.2% | $4,779+110.1% |
| Participant deferral / active EE | $4,761 | $7,641-37.7% | $6,927-31.3% | $5,609-15.1% |
| Admin fee / account holder | $111 | $13,328-99.2% | $10,705-99.0% | $10,829-99.0% |