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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 | $153,101 | $202,342-24.3% | $172,752-11.4% | $152,897+0.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.56% | 1029.83%-1006.3pp | 802.97%-779.4pp | 345.43%-321.9pp |
| Employer contribution / active EE | $5,059 | $5,858-13.6% | $5,144-1.7% | $4,764+6.2% |
| Participant deferral / active EE | $4,258 | $5,948-28.4% | $5,198-18.1% | $5,851-27.2% |
| Admin fee / account holder | $66 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |