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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 | $187,248 | $202,342-7.5% | $172,752+8.4% | $152,897+22.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.85% | 1029.83%-1008.0pp | 802.97%-781.1pp | 345.43%-323.6pp |
| Employer contribution / active EE | $26,414 | $5,858+350.9% | $5,144+413.5% | $4,764+454.5% |
| Participant deferral / active EE | $13,112 | $5,948+120.4% | $5,198+152.3% | $5,851+124.1% |
| Admin fee / account holder | $8 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |