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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 | $114,556 | $202,345-43.4% | $172,755-33.7% | $152,885-25.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.54% | 1029.77%-1006.2pp | 802.94%-779.4pp | 345.39%-321.9pp |
| Employer contribution / active EE | $5,058 | $5,858-13.7% | $5,144-1.7% | $4,763+6.2% |
| Participant deferral / active EE | $5,374 | $5,948-9.6% | $5,198+3.4% | $5,851-8.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |