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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 | $44,898 | $202,342-77.8% | $172,753-74.0% | $152,909-70.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 68.06% | 1029.88%-961.8pp | 803.00%-734.9pp | 345.46%-277.4pp |
| Employer contribution / active EE | $16,875 | $5,857+188.1% | $5,144+228.1% | $4,764+254.2% |
| Participant deferral / active EE | $17,247 | $5,948+190.0% | $5,198+231.8% | $5,851+194.8% |
| Admin fee / account holder | $203 | $17,112-98.8% | $13,956-98.5% | $11,601-98.3% |