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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 | $178,280 | $202,342-11.9% | $172,753+3.2% | $152,909+16.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.12% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,139 | $5,857-63.5% | $5,144-58.4% | $4,764-55.1% |
| Participant deferral / active EE | $6,917 | $5,948+16.3% | $5,198+33.1% | $5,851+18.2% |
| Admin fee / account holder | $102 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |