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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 | $82,013 | $202,342-59.5% | $172,752-52.5% | $152,897-46.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.36% | 1029.83%-1005.5pp | 802.97%-778.6pp | 345.43%-321.1pp |
| Employer contribution / active EE | $5,124 | $5,858-12.5% | $5,144-0.4% | $4,764+7.6% |
| Participant deferral / active EE | $6,122 | $5,948+2.9% | $5,198+17.8% | $5,851+4.6% |
| Admin fee / account holder | $19 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |