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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 | $31,150 | $202,342-84.6% | $172,752-82.0% | $152,897-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.66% | 1029.83%-1009.2pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $4,796 | $5,858-18.1% | $5,144-6.8% | $4,764+0.7% |
| Participant deferral / active EE | $6,192 | $5,948+4.1% | $5,198+19.1% | $5,851+5.8% |
| Admin fee / account holder | $259 | $17,111-98.5% | $13,955-98.1% | $11,599-97.8% |