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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 | $84,241 | $202,342-58.4% | $172,752-51.2% | $152,897-44.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.55% | 1029.83%-1013.3pp | 802.97%-786.4pp | 345.43%-328.9pp |
| Employer contribution / active EE | $9,073 | $5,858+54.9% | $5,144+76.4% | $4,764+90.5% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $275 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |