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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 | $38,728 | $202,345-80.9% | $172,755-77.6% | $152,885-74.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.52% | 1029.77%-1003.2pp | 802.94%-776.4pp | 345.39%-318.9pp |
| Employer contribution / active EE | $1,667 | $5,858-71.5% | $5,144-67.6% | $4,763-65.0% |
| Participant deferral / active EE | $5,547 | $5,948-6.7% | $5,198+6.7% | $5,851-5.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |