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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 | $82,075 | $202,342-59.4% | $172,753-52.5% | $152,909-46.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.85% | 1029.88%-1011.0pp | 803.00%-784.2pp | 345.46%-326.6pp |
| Employer contribution / active EE | $12,064 | $5,857+106.0% | $5,144+134.5% | $4,764+153.2% |
| Participant deferral / active EE | $7,260 | $5,948+22.1% | $5,198+39.7% | $5,851+24.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |