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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 | $37,032 | $171,867-78.5% | $149,721-75.3% | $147,586-74.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 65.43% | 2113.36%-2047.9pp | 1501.67%-1436.2pp | 578.59%-513.2pp |
| Employer contribution / active EE | $6,265 | $6,275-0.2% | $5,444+15.1% | $4,876+28.5% |
| Participant deferral / active EE | $10,974 | $7,270+50.9% | $6,568+67.1% | $5,439+101.8% |
| Admin fee / account holder | $160 | $13,799-98.8% | $11,282-98.6% | $10,886-98.5% |