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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 | $145,612 | $202,342-28.0% | $172,752-15.7% | $152,897-4.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.41% | 1029.83%-1008.4pp | 802.97%-781.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $19,941 | $5,858+240.4% | $5,144+287.6% | $4,764+318.6% |
| Participant deferral / active EE | $24,586 | $5,948+313.3% | $5,198+373.0% | $5,851+320.2% |
| Admin fee / account holder | $233 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |