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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 | $31,045 | $202,342-84.7% | $172,753-82.0% | $152,909-79.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.48% | 1029.88%-1014.4pp | 803.00%-787.5pp | 345.46%-330.0pp |
| Employer contribution / active EE | $5,293 | $5,857-9.6% | $5,144+2.9% | $4,764+11.1% |
| Participant deferral / active EE | $3,760 | $5,948-36.8% | $5,198-27.7% | $5,851-35.7% |
| Admin fee / account holder | $176 | $17,112-99.0% | $13,956-98.7% | $11,601-98.5% |