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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 | $98,989 | $202,342-51.1% | $172,752-42.7% | $152,897-35.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.72% | 1029.83%-998.1pp | 802.97%-771.3pp | 345.43%-313.7pp |
| Employer contribution / active EE | $5,510 | $5,858-5.9% | $5,144+7.1% | $4,764+15.7% |
| Participant deferral / active EE | $14,525 | $5,948+144.2% | $5,198+179.4% | $5,851+148.2% |
| Admin fee / account holder | $7 | $17,111-100.0% | $13,955-100.0% | $11,599-99.9% |