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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 | $61,608 | $202,342-69.6% | $172,753-64.3% | $152,909-59.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.01% | 1029.88%-1000.9pp | 803.00%-774.0pp | 345.46%-316.5pp |
| Employer contribution / active EE | $9,730 | $5,857+66.1% | $5,144+89.1% | $4,764+104.2% |
| Participant deferral / active EE | $7,249 | $5,948+21.9% | $5,198+39.5% | $5,851+23.9% |
| Admin fee / account holder | $28 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |