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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 | $140,438 | $202,326-30.6% | $172,745-18.7% | $152,870-8.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.25% | 1029.72%-1009.5pp | 802.90%-782.6pp | 345.34%-325.1pp |
| Employer contribution / active EE | $5,391 | $5,858-8.0% | $5,144+4.8% | $4,763+13.2% |
| Participant deferral / active EE | $4,595 | $5,948-22.7% | $5,197-11.6% | $5,850-21.5% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |