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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 | $47,510 | $202,326-76.5% | $172,745-72.5% | $152,870-68.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 39.42% | 1029.72%-990.3pp | 802.90%-763.5pp | 345.34%-305.9pp |
| Employer contribution / active EE | $2,393 | $5,858-59.1% | $5,144-53.5% | $4,763-49.7% |
| Participant deferral / active EE | $3,785 | $5,948-36.4% | $5,197-27.2% | $5,850-35.3% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |