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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 | $187,654 | $202,342-7.3% | $172,752+8.6% | $152,897+22.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.06% | 1029.83%-1007.8pp | 802.97%-780.9pp | 345.43%-323.4pp |
| Employer contribution / active EE | $4,379 | $5,858-25.2% | $5,144-14.9% | $4,764-8.1% |
| Participant deferral / active EE | $7,828 | $5,948+31.6% | $5,198+50.6% | $5,851+33.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |