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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 | $63,601 | $202,345-68.6% | $172,755-63.2% | $152,885-58.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.43% | 1029.77%-1002.3pp | 802.94%-775.5pp | 345.39%-318.0pp |
| Employer contribution / active EE | $5,275 | $5,858-9.9% | $5,144+2.5% | $4,763+10.8% |
| Participant deferral / active EE | $19,016 | $5,948+219.7% | $5,198+265.9% | $5,851+225.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |