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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 | $36,321 | $209,874-82.7% | $189,537-80.8% | $167,536-78.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.65% | 748.61%-730.0pp | 555.34%-536.7pp | 478.82%-460.2pp |
| Employer contribution / active EE | $2,754 | $6,913-60.2% | $6,161-55.3% | $4,839-43.1% |
| Participant deferral / active EE | $6,048 | $8,934-32.3% | $8,220-26.4% | $6,342-4.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |