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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 | $190,229 | $209,847-9.3% | $189,520+0.4% | $167,518+13.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.91% | 748.45%-731.5pp | 555.25%-538.3pp | 478.71%-461.8pp |
| Employer contribution / active EE | $13,675 | $6,913+97.8% | $6,161+122.0% | $4,838+182.6% |
| Participant deferral / active EE | $14,663 | $8,934+64.1% | $8,220+78.4% | $6,342+131.2% |
| Admin fee / account holder | $38 | $14,295-99.7% | $12,046-99.7% | $12,312-99.7% |