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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 | $72,864 | $202,342-64.0% | $172,752-57.8% | $152,897-52.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.23% | 1029.83%-1012.6pp | 802.97%-785.7pp | 345.43%-328.2pp |
| Employer contribution / active EE | $7,152 | $5,858+22.1% | $5,144+39.0% | $4,764+50.1% |
| Participant deferral / active EE | $8,015 | $5,948+34.7% | $5,198+54.2% | $5,851+37.0% |
| Admin fee / account holder | $14 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |