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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 | $34,583 | $202,342-82.9% | $172,753-80.0% | $152,909-77.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.04% | 1029.88%-998.8pp | 803.00%-772.0pp | 345.46%-314.4pp |
| Employer contribution / active EE | $4,467 | $5,857-23.7% | $5,144-13.2% | $4,764-6.2% |
| Participant deferral / active EE | $9,909 | $5,948+66.6% | $5,198+90.6% | $5,851+69.3% |
| Admin fee / account holder | $3 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |