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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 | $137,271 | $209,888-34.6% | $189,545-27.6% | $167,553-18.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.99% | 748.66%-720.7pp | 555.36%-527.4pp | 478.89%-450.9pp |
| Employer contribution / active EE | $9,314 | $6,915+34.7% | $6,162+51.1% | $4,840+92.4% |
| Participant deferral / active EE | $9,178 | $8,934+2.7% | $8,220+11.6% | $6,343+44.7% |
| Admin fee / account holder | $24 | $14,300-99.8% | $12,049-99.8% | $12,316-99.8% |