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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 | $189,399 | $202,342-6.4% | $172,753+9.6% | $152,909+23.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.70% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $7,726 | $5,857+31.9% | $5,144+50.2% | $4,764+62.2% |
| Participant deferral / active EE | $6,314 | $5,948+6.2% | $5,198+21.5% | $5,851+7.9% |
| Admin fee / account holder | $208 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |