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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 | $222,736 | $160,059+39.2% | $140,019+59.1% | $135,380+64.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.87% | 911.48%-912.4pp | 651.17%-652.0pp | 519.81%-520.7pp |
| Employer contribution / active EE | $21,912 | $6,420+241.3% | $5,605+290.9% | $4,779+358.5% |
| Participant deferral / active EE | $13,645 | $7,641+78.6% | $6,927+97.0% | $5,609+143.3% |
| Admin fee / account holder | $196 | $13,328-98.5% | $10,705-98.2% | $10,828-98.2% |