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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 | $71,987 | $171,867-58.1% | $149,721-51.9% | $147,586-51.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.38% | 2113.36%-2087.0pp | 1501.67%-1475.3pp | 578.59%-552.2pp |
| Employer contribution / active EE | $3,498 | $6,275-44.2% | $5,444-35.7% | $4,876-28.3% |
| Participant deferral / active EE | $11,700 | $7,270+60.9% | $6,568+78.1% | $5,439+115.1% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |