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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 | $209,123 | $202,342+3.4% | $172,752+21.1% | $152,897+36.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.55% | 1029.83%-1015.3pp | 802.97%-788.4pp | 345.43%-330.9pp |
| Employer contribution / active EE | $2,738 | $5,858-53.3% | $5,144-46.8% | $4,764-42.5% |
| Participant deferral / active EE | $5,125 | $5,948-13.8% | $5,198-1.4% | $5,851-12.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |