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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 | $31,112 | $202,345-84.6% | $172,755-82.0% | $152,885-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.12% | 1029.77%-1006.7pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,922 | $5,858-50.1% | $5,144-43.2% | $4,763-38.7% |
| Participant deferral / active EE | $4,538 | $5,948-23.7% | $5,198-12.7% | $5,851-22.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |