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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 | $107,945 | $99,011+9.0% | $86,582+24.7% | $147,586-26.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 20.06% | 1312.75%-1292.7pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,644 | $3,132-47.5% | $2,839-42.1% | $4,876-66.3% |
| Participant deferral / active EE | $2,057 | $3,972-48.2% | $3,609-43.0% | $5,439-62.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |