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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 | $49,524 | $202,342-75.5% | $172,752-71.3% | $152,897-67.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.60% | 1029.83%-1006.2pp | 802.97%-779.4pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,288 | $5,858-78.0% | $5,144-75.0% | $4,764-73.0% |
| Participant deferral / active EE | $3,587 | $5,948-39.7% | $5,198-31.0% | $5,851-38.7% |
| Admin fee / account holder | $286 | $17,111-98.3% | $13,955-98.0% | $11,599-97.5% |