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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 | $91,280 | $202,342-54.9% | $172,753-47.2% | $152,909-40.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 82.88% | 1029.88%-947.0pp | 803.00%-720.1pp | 345.46%-262.6pp |
| Employer contribution / active EE | $7,953 | $5,857+35.8% | $5,144+54.6% | $4,764+67.0% |
| Participant deferral / active EE | $8,233 | $5,948+38.4% | $5,198+58.4% | $5,851+40.7% |
| Admin fee / account holder | $9 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |