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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 | $86,750 | $171,867-49.5% | $149,721-42.1% | $147,586-41.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.41% | 2113.36%-2092.0pp | 1501.67%-1480.3pp | 578.59%-557.2pp |
| Employer contribution / active EE | $6,865 | $6,275+9.4% | $5,444+26.1% | $4,876+40.8% |
| Participant deferral / active EE | $16,267 | $7,270+123.8% | $6,568+147.7% | $5,439+199.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |