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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 | $93,444 | $202,345-53.8% | $172,755-45.9% | $152,885-38.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.38% | 1029.77%-1007.4pp | 802.94%-780.6pp | 345.39%-323.0pp |
| Employer contribution / active EE | $5,249 | $5,858-10.4% | $5,144+2.0% | $4,763+10.2% |
| Participant deferral / active EE | $5,132 | $5,948-13.7% | $5,198-1.3% | $5,851-12.3% |
| Admin fee / account holder | $181 | $17,111-98.9% | $13,955-98.7% | $11,598-98.4% |