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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 | $212,469 | $209,874+1.2% | $189,537+12.1% | $167,536+26.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.98% | 748.61%-735.6pp | 555.34%-542.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $2,125 | $6,913-69.3% | $6,161-65.5% | $4,839-56.1% |
| Participant deferral / active EE | $9,451 | $8,934+5.8% | $8,220+15.0% | $6,342+49.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |