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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 | $70,405 | $202,342-65.2% | $172,753-59.2% | $152,909-54.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.71% | 1029.88%-1006.2pp | 803.00%-779.3pp | 345.46%-321.8pp |
| Employer contribution / active EE | $6,225 | $5,857+6.3% | $5,144+21.0% | $4,764+30.7% |
| Participant deferral / active EE | $6,021 | $5,948+1.2% | $5,198+15.8% | $5,851+2.9% |
| Admin fee / account holder | $130 | $17,112-99.2% | $13,956-99.1% | $11,601-98.9% |