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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 | $129,636 | $202,342-35.9% | $172,753-25.0% | $152,909-15.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 24.05% | 1029.88%-1005.8pp | 803.00%-779.0pp | 345.46%-321.4pp |
| Employer contribution / active EE | $6,689 | $5,857+14.2% | $5,144+30.0% | $4,764+40.4% |
| Participant deferral / active EE | $5,886 | $5,948-1.0% | $5,198+13.2% | $5,851+0.6% |
| Admin fee / account holder | $249 | $17,112-98.5% | $13,956-98.2% | $11,601-97.9% |