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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 | $28,919 | $180,459-84.0% | $154,108-81.2% | $135,380-78.6% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | 29.11% | 888.21%-859.1pp | 735.21%-706.1pp | 519.81%-490.7pp |
| Employer contribution / active EE | $4,416 | $6,035-26.8% | $5,298-16.6% | $4,779-7.6% |
| Participant deferral / active EE | $4,581 | $5,806-21.1% | $5,081-9.8% | $5,609-18.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |