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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 | $40,530 | $202,342-80.0% | $172,752-76.5% | $152,897-73.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.18% | 1029.83%-1007.6pp | 802.97%-780.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $4,642 | $5,858-20.8% | $5,144-9.8% | $4,764-2.6% |
| Participant deferral / active EE | $4,485 | $5,948-24.6% | $5,198-13.7% | $5,851-23.4% |
| Admin fee / account holder | $292 | $17,111-98.3% | $13,955-97.9% | $11,599-97.5% |