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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 | $37,658 | $202,342-81.4% | $172,752-78.2% | $152,897-75.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.22% | 1029.83%-1009.6pp | 802.97%-782.8pp | 345.43%-325.2pp |
| Employer contribution / active EE | $22,512 | $5,858+284.3% | $5,144+337.6% | $4,764+372.6% |
| Participant deferral / active EE | $9,833 | $5,948+65.3% | $5,198+89.2% | $5,851+68.1% |
| Admin fee / account holder | $36 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |