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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 | $126,666 | $202,342-37.4% | $172,753-26.7% | $152,909-17.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.07% | 1029.88%-999.8pp | 803.00%-772.9pp | 345.46%-315.4pp |
| Employer contribution / active EE | $6,654 | $5,857+13.6% | $5,144+29.4% | $4,764+39.7% |
| Participant deferral / active EE | $5,379 | $5,948-9.6% | $5,198+3.5% | $5,851-8.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |