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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 | $36,730 | $202,345-81.8% | $172,755-78.7% | $152,885-76.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.33% | 1029.77%-1004.4pp | 802.94%-777.6pp | 345.39%-320.1pp |
| Employer contribution / active EE | $4,603 | $5,858-21.4% | $5,144-10.5% | $4,763-3.4% |
| Participant deferral / active EE | $5,612 | $5,948-5.6% | $5,198+8.0% | $5,851-4.1% |
| Admin fee / account holder | $14 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |