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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 | $47,097 | $202,342-76.7% | $172,753-72.7% | $152,909-69.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 418.09% | 1029.88%-611.8pp | 803.00%-384.9pp | 345.46%+72.6pp |
| Employer contribution / active EE | $9,582 | $5,857+63.6% | $5,144+86.3% | $4,764+101.1% |
| Participant deferral / active EE | $6,291 | $5,948+5.8% | $5,198+21.0% | $5,851+7.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |