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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 | $43,995 | $202,345-78.3% | $172,755-74.5% | $152,885-71.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.42% | 1029.77%-1008.4pp | 802.94%-781.5pp | 345.39%-324.0pp |
| Employer contribution / active EE | $8,264 | $5,858+41.1% | $5,144+60.7% | $4,763+73.5% |
| Participant deferral / active EE | $3,845 | $5,948-35.4% | $5,198-26.0% | $5,851-34.3% |
| Admin fee / account holder | $242 | $17,111-98.6% | $13,955-98.3% | $11,598-97.9% |