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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 | $87,596 | $202,342-56.7% | $172,753-49.3% | $152,909-42.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.42% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,986 | $5,857-49.0% | $5,144-41.9% | $4,764-37.3% |
| Participant deferral / active EE | $7,072 | $5,948+18.9% | $5,198+36.1% | $5,851+20.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |