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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 | $51,015 | $202,345-74.8% | $172,755-70.5% | $152,885-66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.01% | 1029.77%-1006.8pp | 802.94%-779.9pp | 345.39%-322.4pp |
| Employer contribution / active EE | $4,649 | $5,858-20.6% | $5,144-9.6% | $4,763-2.4% |
| Participant deferral / active EE | $23,261 | $5,948+291.1% | $5,198+347.5% | $5,851+297.6% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |