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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 | $35,286 | $209,888-83.2% | $189,545-81.4% | $167,553-78.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.64% | 748.66%-730.0pp | 555.36%-536.7pp | 478.89%-460.2pp |
| Employer contribution / active EE | $2,357 | $6,915-65.9% | $6,162-61.8% | $4,840-51.3% |
| Participant deferral / active EE | $13,778 | $8,934+54.2% | $8,220+67.6% | $6,343+117.2% |
| Admin fee / account holder | $125 | $14,300-99.1% | $12,049-99.0% | $12,316-99.0% |