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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 | $124,401 | $124,175+0.2% | $108,405+14.8% | $167,553-25.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.51% | 1380.13%-1359.6pp | 905.55%-885.0pp | 478.89%-458.4pp |
| Employer contribution / active EE | $2,463 | $4,188-41.2% | $3,559-30.8% | $4,840-49.1% |
| Participant deferral / active EE | $2,965 | $6,908-57.1% | $6,563-54.8% | $6,343-53.3% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |