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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 | $93,793 | $202,342-53.6% | $172,752-45.7% | $152,897-38.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.95% | 1029.83%-1003.9pp | 802.97%-777.0pp | 345.43%-319.5pp |
| Employer contribution / active EE | $9,432 | $5,858+61.0% | $5,144+83.4% | $4,764+98.0% |
| Participant deferral / active EE | $4,765 | $5,948-19.9% | $5,198-8.3% | $5,851-18.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |