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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 | $44,337 | $202,345-78.1% | $172,755-74.3% | $152,885-71.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.96% | 1029.77%-1000.8pp | 802.94%-774.0pp | 345.39%-316.4pp |
| Employer contribution / active EE | $2,220 | $5,858-62.1% | $5,144-56.8% | $4,763-53.4% |
| Participant deferral / active EE | $5,313 | $5,948-10.7% | $5,198+2.2% | $5,851-9.2% |
| Admin fee / account holder | $90 | $17,111-99.5% | $13,955-99.4% | $11,598-99.2% |