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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 | $204,159 | $202,342+0.9% | $172,752+18.2% | $152,897+33.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 35.77% | 1029.83%-994.1pp | 802.97%-767.2pp | 345.43%-309.7pp |
| Employer contribution / active EE | $8,090 | $5,858+38.1% | $5,144+57.3% | $4,764+69.8% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,851+293.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |