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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 | $118,295 | $202,342-41.5% | $172,753-31.5% | $152,909-22.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.03% | 1029.88%-1011.9pp | 803.00%-785.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $7,792 | $5,857+33.0% | $5,144+51.5% | $4,764+63.6% |
| Participant deferral / active EE | $9,390 | $5,948+57.9% | $5,198+80.7% | $5,851+60.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |