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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 | $131,913 | $202,342-34.8% | $172,752-23.6% | $152,897-13.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.72% | 1029.83%-1007.1pp | 802.97%-780.2pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,250 | $5,858-61.6% | $5,144-56.3% | $4,764-52.8% |
| Participant deferral / active EE | $4,902 | $5,948-17.6% | $5,198-5.7% | $5,851-16.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |