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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 | $179,028 | $209,888-14.7% | $189,545-5.5% | $167,553+6.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.93% | 748.66%-715.7pp | 555.36%-522.4pp | 478.89%-446.0pp |
| Employer contribution / active EE | $2,947 | $6,915-57.4% | $6,162-52.2% | $4,840-39.1% |
| Participant deferral / active EE | $10,959 | $8,934+22.7% | $8,220+33.3% | $6,343+72.8% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |