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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 | $44,393 | $202,345-78.1% | $172,755-74.3% | $152,885-71.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.91% | 1029.77%-1006.9pp | 802.94%-780.0pp | 345.39%-322.5pp |
| Employer contribution / active EE | $4,627 | $5,858-21.0% | $5,144-10.1% | $4,763-2.9% |
| Participant deferral / active EE | $2,693 | $5,948-54.7% | $5,198-48.2% | $5,851-54.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |