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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 | $100,302 | $202,342-50.4% | $172,753-41.9% | $152,909-34.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.40% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $3,799 | $5,857-35.1% | $5,144-26.1% | $4,764-20.3% |
| Participant deferral / active EE | $6,098 | $5,948+2.5% | $5,198+17.3% | $5,851+4.2% |
| Admin fee / account holder | $207 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |