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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 | $98,341 | $202,345-51.4% | $172,755-43.1% | $152,885-35.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.71% | 1029.77%-1005.1pp | 802.94%-778.2pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,923 | $5,858-67.2% | $5,144-62.6% | $4,763-59.6% |
| Participant deferral / active EE | $2,489 | $5,948-58.2% | $5,198-52.1% | $5,851-57.5% |
| Admin fee / account holder | $189 | $17,111-98.9% | $13,955-98.6% | $11,598-98.4% |