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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 | $165,631 | $202,342-18.1% | $172,753-4.1% | $152,909+8.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.17% | 1029.88%-1012.7pp | 803.00%-785.8pp | 345.46%-328.3pp |
| Employer contribution / active EE | $7,889 | $5,857+34.7% | $5,144+53.4% | $4,764+65.6% |
| Participant deferral / active EE | $7,741 | $5,948+30.1% | $5,198+48.9% | $5,851+32.3% |
| Admin fee / account holder | $18 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |