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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 | $195,775 | $202,342-3.2% | $172,752+13.3% | $152,897+28.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.81% | 1029.83%-1005.0pp | 802.97%-778.2pp | 345.43%-320.6pp |
| Employer contribution / active EE | $6,300 | $5,858+7.5% | $5,144+22.5% | $4,764+32.2% |
| Participant deferral / active EE | $6,735 | $5,948+13.2% | $5,198+29.6% | $5,851+15.1% |
| Admin fee / account holder | $147 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |