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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 | $169,427 | $202,342-16.3% | $172,753-1.9% | $152,909+10.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.20% | 1029.88%-1010.7pp | 803.00%-783.8pp | 345.46%-326.3pp |
| Employer contribution / active EE | $13,533 | $5,857+131.0% | $5,144+163.1% | $4,764+184.1% |
| Participant deferral / active EE | $12,371 | $5,948+108.0% | $5,198+138.0% | $5,851+111.4% |
| Admin fee / account holder | $114 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |