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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 | $241,989 | $202,342+19.6% | $172,753+40.1% | $152,909+58.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.56% | 1029.88%-1011.3pp | 803.00%-784.4pp | 345.46%-326.9pp |
| Employer contribution / active EE | $7,646 | $5,857+30.5% | $5,144+48.7% | $4,764+60.5% |
| Participant deferral / active EE | $7,080 | $5,948+19.0% | $5,198+36.2% | $5,851+21.0% |
| Admin fee / account holder | $253 | $17,112-98.5% | $13,956-98.2% | $11,601-97.8% |