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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 | $144,294 | $109,905+31.3% | $98,506+46.5% | $167,553-13.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.30% | 1960.20%-1943.9pp | 1494.92%-1478.6pp | 478.89%-462.6pp |
| Employer contribution / active EE | $1,794 | $3,226-44.4% | $2,961-39.4% | $4,840-62.9% |
| Participant deferral / active EE | $8,314 | $4,674+77.9% | $4,277+94.4% | $6,343+31.1% |
| Admin fee / account holder | $24 | $6,760-99.6% | $5,955-99.6% | $12,316-99.8% |