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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 | $181,379 | $202,342-10.4% | $172,752+5.0% | $152,897+18.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.39% | 1029.83%-1001.4pp | 802.97%-774.6pp | 345.43%-317.0pp |
| Employer contribution / active EE | $7,186 | $5,858+22.7% | $5,144+39.7% | $4,764+50.9% |
| Participant deferral / active EE | $5,544 | $5,948-6.8% | $5,198+6.7% | $5,851-5.2% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |