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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 | $157,110 | $202,342-22.4% | $172,752-9.1% | $152,897+2.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.22% | 1029.83%-1011.6pp | 802.97%-784.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $6,551 | $5,858+11.8% | $5,144+27.3% | $4,764+37.5% |
| Participant deferral / active EE | $3,170 | $5,948-46.7% | $5,198-39.0% | $5,851-45.8% |
| Admin fee / account holder | $82 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |