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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 | $187,763 | $202,342-7.2% | $172,752+8.7% | $152,897+22.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.16% | 1029.83%-1011.7pp | 802.97%-784.8pp | 345.43%-327.3pp |
| Employer contribution / active EE | $6,367 | $5,858+8.7% | $5,144+23.8% | $4,764+33.7% |
| Participant deferral / active EE | $4,907 | $5,948-17.5% | $5,198-5.6% | $5,851-16.1% |
| Admin fee / account holder | $166 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |