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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 | $239,001 | $202,342+18.1% | $172,752+38.3% | $152,897+56.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.19% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $3,044 | $5,858-48.0% | $5,144-40.8% | $4,764-36.1% |
| Participant deferral / active EE | $17,249 | $5,948+190.0% | $5,198+231.9% | $5,851+194.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |