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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 | $39,067 | $202,342-80.7% | $172,753-77.4% | $152,909-74.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.90% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $4,410 | $5,857-24.7% | $5,144-14.3% | $4,764-7.4% |
| Participant deferral / active EE | $6,918 | $5,948+16.3% | $5,198+33.1% | $5,851+18.2% |
| Admin fee / account holder | $28 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |