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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 | $105,288 | $209,847-49.8% | $189,520-44.4% | $167,518-37.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.65% | 748.45%-726.8pp | 555.25%-533.6pp | 478.71%-457.1pp |
| Employer contribution / active EE | $5,183 | $6,913-25.0% | $6,161-15.9% | $4,838+7.1% |
| Participant deferral / active EE | $21,093 | $8,934+136.1% | $8,220+156.6% | $6,342+232.6% |
| Admin fee / account holder | $20 | $14,295-99.9% | $12,046-99.8% | $12,312-99.8% |