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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 | $186,034 | $202,342-8.1% | $172,753+7.7% | $152,909+21.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.77% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $11,968 | $5,857+104.3% | $5,144+132.7% | $4,764+151.2% |
| Participant deferral / active EE | $11,500 | $5,948+93.3% | $5,198+121.3% | $5,851+96.5% |
| Admin fee / account holder | $97 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |