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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 | $202,775 | $202,342+0.2% | $172,752+17.4% | $152,897+32.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.16% | 1029.83%-1001.7pp | 802.97%-774.8pp | 345.43%-317.3pp |
| Employer contribution / active EE | $8,996 | $5,858+53.6% | $5,144+74.9% | $4,764+88.9% |
| Participant deferral / active EE | $9,453 | $5,948+58.9% | $5,198+81.9% | $5,851+61.6% |
| Admin fee / account holder | -$166 | $17,111-101.0% | $13,955-101.2% | $11,599-101.4% |