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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 | $56,347 | $202,342-72.2% | $172,753-67.4% | $152,909-63.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.28% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $9,569 | $5,857+63.4% | $5,144+86.0% | $4,764+100.9% |
| Participant deferral / active EE | $5,943 | $5,948-0.1% | $5,198+14.3% | $5,851+1.6% |
| Admin fee / account holder | $294 | $17,112-98.3% | $13,956-97.9% | $11,601-97.5% |