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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 | $200,929 | $202,342-0.7% | $172,752+16.3% | $152,897+31.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.17% | 1029.83%-1010.7pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $8,261 | $5,858+41.0% | $5,144+60.6% | $4,764+73.4% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,851+22.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |