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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 | $152,012 | $202,342-24.9% | $172,753-12.0% | $152,909-0.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.33% | 1029.88%-1008.6pp | 803.00%-781.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $6,144 | $5,857+4.9% | $5,144+19.4% | $4,764+29.0% |
| Participant deferral / active EE | $3,851 | $5,948-35.3% | $5,198-25.9% | $5,851-34.2% |
| Admin fee / account holder | $215 | $17,112-98.7% | $13,956-98.5% | $11,601-98.1% |