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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 | $157,955 | $202,342-21.9% | $172,752-8.6% | $152,897+3.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.00% | 1029.83%-999.8pp | 802.97%-773.0pp | 345.43%-315.4pp |
| Employer contribution / active EE | $2,571 | $5,858-56.1% | $5,144-50.0% | $4,764-46.0% |
| Participant deferral / active EE | $8,366 | $5,948+40.6% | $5,198+60.9% | $5,851+43.0% |
| Admin fee / account holder | $5 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |