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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 | $65,785 | $202,345-67.5% | $172,755-61.9% | $152,885-57.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.06% | 1029.77%-1016.7pp | 802.94%-789.9pp | 345.39%-332.3pp |
| Employer contribution / active EE | $8,848 | $5,858+51.0% | $5,144+72.0% | $4,763+85.8% |
| Participant deferral / active EE | $5,400 | $5,948-9.2% | $5,198+3.9% | $5,851-7.7% |
| Admin fee / account holder | $49 | $17,111-99.7% | $13,955-99.6% | $11,598-99.6% |