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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 | $41,001 | $173,397-76.4% | $135,987-69.8% | $145,877-71.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 790.74% | 1166.18%-375.4pp | 580.01%+210.7pp | 551.28%+239.5pp |
| Employer contribution / active EE | $7,218 | $5,281+36.7% | $4,214+71.3% | $4,663+54.8% |
| Participant deferral / active EE | $19,879 | $8,710+128.2% | $7,027+182.9% | $6,691+197.1% |
| Admin fee / account holder | $115 | $9,663-98.8% | $6,716-98.3% | $13,402-99.1% |