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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 | $215,448 | $209,847+2.7% | $189,520+13.7% | $167,518+28.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.96% | 748.45%-731.5pp | 555.25%-538.3pp | 478.71%-461.7pp |
| Employer contribution / active EE | $14,835 | $6,913+114.6% | $6,161+140.8% | $4,838+206.6% |
| Participant deferral / active EE | $17,333 | $8,934+94.0% | $8,220+110.9% | $6,342+173.3% |
| Admin fee / account holder | $134 | $14,295-99.1% | $12,046-98.9% | $12,312-98.9% |