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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 | $140,795 | $160,070-12.0% | $147,117-4.3% | $145,897-3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2385.17% | 98.69%+2286.5pp | 420.54%+1964.6pp | 552.29%+1832.9pp |
| Employer contribution / active EE | $4,861 | $5,285-8.0% | $4,932-1.5% | $4,663+4.3% |
| Participant deferral / active EE | $9,655 | $8,419+14.7% | $8,065+19.7% | $6,689+44.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |