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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 | $198,170 | $171,492+15.6% | $150,734+31.5% | $198,609-0.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.04% | 804.70%-799.7pp | 600.81%-595.8pp | 202.70%-197.7pp |
| Employer contribution / active EE | $6,667 | $5,470+21.9% | $4,918+35.6% | $5,055+31.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |