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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 | $134,758 | $202,342-33.4% | $172,753-22.0% | $152,909-11.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.95% | 1029.88%-1002.9pp | 803.00%-776.1pp | 345.46%-318.5pp |
| Employer contribution / active EE | $20,749 | $5,857+254.2% | $5,144+303.4% | $4,764+335.5% |
| Participant deferral / active EE | $11,700 | $5,948+96.7% | $5,198+125.1% | $5,851+100.0% |
| Admin fee / account holder | $114 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |