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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 | $67,011 | $202,342-66.9% | $172,752-61.2% | $152,897-56.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1969.16% | 1029.83%+939.3pp | 802.97%+1166.2pp | 345.43%+1623.7pp |
| Employer contribution / active EE | $1,617 | $5,858-72.4% | $5,144-68.6% | $4,764-66.1% |
| Participant deferral / active EE | $2,964 | $5,948-50.2% | $5,198-43.0% | $5,851-49.3% |
| Admin fee / account holder | $240 | $17,111-98.6% | $13,955-98.3% | $11,599-97.9% |