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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 | $83,645 | $124,175-32.6% | $108,405-22.8% | $167,536-50.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.87% | 1380.13%-1352.3pp | 905.55%-877.7pp | 478.82%-450.9pp |
| Employer contribution / active EE | $2,816 | $4,188-32.7% | $3,559-20.9% | $4,839-41.8% |
| Participant deferral / active EE | $8,790 | $6,908+27.2% | $6,563+33.9% | $6,342+38.6% |
| Admin fee / account holder | $222 | $9,457-97.7% | $7,297-97.0% | $12,315-98.2% |