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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 | $34,877 | $202,342-82.8% | $172,752-79.8% | $152,897-77.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.87% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $5,723 | $5,858-2.3% | $5,144+11.3% | $4,764+20.1% |
| Participant deferral / active EE | $5,885 | $5,948-1.1% | $5,198+13.2% | $5,851+0.6% |
| Admin fee / account holder | $64 | $17,111-99.6% | $13,955-99.5% | $11,599-99.5% |