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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 | $61,789 | $95,979-35.6% | $74,551-17.1% | $135,380-54.4% |
| Participation rate | 95.7% | 75.7%+20.0pp | 69.1%+26.5pp | 82.6%+13.0pp |
| Annual return | 609.01% | 56.97%+552.0pp | 32.53%+576.5pp | 519.81%+89.2pp |
| Employer contribution / active EE | $2,903 | $2,716+6.9% | $1,961+48.0% | $4,779-39.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |