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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 | $34,100 | $202,342-83.1% | $172,753-80.3% | $152,909-77.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.73% | 1029.88%-1004.1pp | 803.00%-777.3pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,611 | $5,857-55.4% | $5,144-49.2% | $4,764-45.2% |
| Participant deferral / active EE | $10,629 | $5,948+78.7% | $5,198+104.5% | $5,851+81.7% |
| Admin fee / account holder | $14 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |