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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 | $50,794 | $156,927-67.6% | $121,169-58.1% | $139,456-63.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.47% | 1475.85%-1455.4pp | 986.71%-966.2pp | 373.45%-353.0pp |
| Employer contribution / active EE | $4,829 | $5,542-12.9% | $4,168+15.9% | $4,753+1.6% |
| Participant deferral / active EE | $11,893 | $4,848+145.3% | $4,083+191.3% | $6,711+77.2% |
| Admin fee / account holder | $18 | $6,946-99.7% | $5,645-99.7% | $11,407-99.8% |