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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 | $49,927 | $202,342-75.3% | $172,752-71.1% | $152,897-67.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.48% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $9,772 | $5,858+66.8% | $5,144+90.0% | $4,764+105.1% |
| Participant deferral / active EE | $6,057 | $5,948+1.8% | $5,198+16.5% | $5,851+3.5% |
| Admin fee / account holder | $229 | $17,111-98.7% | $13,955-98.4% | $11,599-98.0% |