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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 | $164,598 | $202,345-18.7% | $172,755-4.7% | $152,885+7.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.88% | 1029.77%-1005.9pp | 802.94%-779.1pp | 345.39%-321.5pp |
| Employer contribution / active EE | $4,167 | $5,858-28.9% | $5,144-19.0% | $4,763-12.5% |
| Participant deferral / active EE | $6,351 | $5,948+6.8% | $5,198+22.2% | $5,851+8.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |