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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 | $126,286 | $202,342-37.6% | $172,752-26.9% | $152,897-17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.30% | 1029.83%-998.5pp | 802.97%-771.7pp | 345.43%-314.1pp |
| Employer contribution / active EE | $19,713 | $5,858+236.5% | $5,144+283.2% | $4,764+313.8% |
| Participant deferral / active EE | $11,718 | $5,948+97.0% | $5,198+125.4% | $5,851+100.3% |
| Admin fee / account holder | $239 | $17,111-98.6% | $13,955-98.3% | $11,599-97.9% |