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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 | $104,375 | $157,296-33.6% | $141,191-26.1% | $152,897-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 978.78% | 64.34%+914.4pp | 71.41%+907.4pp | 345.43%+633.3pp |
| Employer contribution / active EE | $7,337 | $5,262+39.4% | $4,736+54.9% | $4,764+54.0% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |