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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 | $127,720 | $138,102-7.5% | $125,381+1.9% | $134,532-5.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.72% | 750.73%-742.0pp | 572.31%-563.6pp | 418.27%-409.5pp |
| Employer contribution / active EE | $12,710 | $5,245+142.3% | $4,815+163.9% | $4,741+168.1% |
| Participant deferral / active EE | $7,419 | $7,801-4.9% | $7,448-0.4% | $6,401+15.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |