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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 | $65,186 | $202,342-67.8% | $172,752-62.3% | $152,897-57.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.47% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $6,621 | $5,858+13.0% | $5,144+28.7% | $4,764+39.0% |
| Participant deferral / active EE | $7,600 | $5,948+27.8% | $5,198+46.2% | $5,851+29.9% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |