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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 | $158,320 | $202,342-21.8% | $172,753-8.4% | $152,909+3.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.13% | 1029.88%-1011.7pp | 803.00%-784.9pp | 345.46%-327.3pp |
| Employer contribution / active EE | $9,129 | $5,857+55.9% | $5,144+77.5% | $4,764+91.6% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |