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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 | $33,046 | $202,440-83.7% | $169,390-80.5% | $139,466-76.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 49.65% | 532.36%-482.7pp | 406.07%-356.4pp | 373.66%-324.0pp |
| Employer contribution / active EE | $2,861 | $4,693-39.0% | $4,013-28.7% | $4,754-39.8% |
| Participant deferral / active EE | $7,164 | $6,940+3.2% | $6,222+15.1% | $6,712+6.7% |
| Admin fee / account holder | $20 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |