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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 | $229,294 | $202,342+13.3% | $172,753+32.7% | $152,909+50.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.48% | 1029.88%-1009.4pp | 803.00%-782.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $8,752 | $5,857+49.4% | $5,144+70.2% | $4,764+83.7% |
| Participant deferral / active EE | $7,405 | $5,948+24.5% | $5,198+42.5% | $5,851+26.5% |
| Admin fee / account holder | $214 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |