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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 | $88,437 | $202,342-56.3% | $172,753-48.8% | $152,909-42.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 25.02% | 1029.88%-1004.9pp | 803.00%-778.0pp | 345.46%-320.4pp |
| Employer contribution / active EE | $16,266 | $5,857+177.7% | $5,144+216.2% | $4,764+241.4% |
| Participant deferral / active EE | $13,169 | $5,948+121.4% | $5,198+153.4% | $5,851+125.1% |
| Admin fee / account holder | $31 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |