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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 | $124,966 | $202,342-38.2% | $172,752-27.7% | $152,897-18.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.28% | 1029.83%-1008.5pp | 802.97%-781.7pp | 345.43%-324.1pp |
| Employer contribution / active EE | $19,102 | $5,858+226.1% | $5,144+271.3% | $4,764+301.0% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $40 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |