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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 | $104,149 | $202,345-48.5% | $172,755-39.7% | $152,885-31.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 27.52% | 1029.77%-1002.3pp | 802.94%-775.4pp | 345.39%-317.9pp |
| Employer contribution / active EE | $13,389 | $5,858+128.6% | $5,144+160.3% | $4,763+181.1% |
| Participant deferral / active EE | $5,501 | $5,948-7.5% | $5,198+5.8% | $5,851-6.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |