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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 | $196,074 | $209,874-6.6% | $189,537+3.4% | $167,536+17.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.73% | 748.61%-732.9pp | 555.34%-539.6pp | 478.82%-463.1pp |
| Employer contribution / active EE | $14,360 | $6,913+107.7% | $6,161+133.1% | $4,839+196.8% |
| Participant deferral / active EE | $10,012 | $8,934+12.1% | $8,220+21.8% | $6,342+57.9% |
| Admin fee / account holder | $99 | $14,299-99.3% | $12,048-99.2% | $12,315-99.2% |