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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 | $54,332 | $180,462-69.9% | $154,111-64.7% | $135,379-59.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | 29.83% | 888.17%-858.3pp | 735.18%-705.4pp | 519.79%-490.0pp |
| Employer contribution / active EE | $13,490 | $6,036+123.5% | $5,298+154.6% | $4,779+182.3% |
| Participant deferral / active EE | $11,317 | $5,806+94.9% | $5,081+122.8% | $5,609+101.8% |
| Admin fee / account holder | $11 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |