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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 | $50,654 | $209,888-75.9% | $189,545-73.3% | $167,553-69.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.43% | 748.66%-733.2pp | 555.36%-539.9pp | 478.89%-463.5pp |
| Employer contribution / active EE | $12,369 | $6,915+78.9% | $6,162+100.7% | $4,840+155.6% |
| Participant deferral / active EE | $11,972 | $8,934+34.0% | $8,220+45.6% | $6,343+88.8% |
| Admin fee / account holder | $20 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |