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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 | $48,141 | $202,345-76.2% | $172,755-72.1% | $152,885-68.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.40% | 1029.77%-1001.4pp | 802.94%-774.5pp | 345.39%-317.0pp |
| Employer contribution / active EE | $1,238 | $5,858-78.9% | $5,144-75.9% | $4,763-74.0% |
| Participant deferral / active EE | $4,900 | $5,948-17.6% | $5,198-5.7% | $5,851-16.3% |
| Admin fee / account holder | $1 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |