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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 | $60,553 | $202,342-70.1% | $172,752-64.9% | $152,897-60.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.94% | 1029.83%-1008.9pp | 802.97%-782.0pp | 345.43%-324.5pp |
| Employer contribution / active EE | $3,835 | $5,858-34.5% | $5,144-25.5% | $4,764-19.5% |
| Participant deferral / active EE | $18,306 | $5,948+207.7% | $5,198+252.2% | $5,851+212.9% |
| Admin fee / account holder | $209 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |