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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 | $50,855 | $202,342-74.9% | $172,752-70.6% | $152,897-66.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.97% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $5,455 | $5,858-6.9% | $5,144+6.0% | $4,764+14.5% |
| Participant deferral / active EE | $6,817 | $5,948+14.6% | $5,198+31.2% | $5,851+16.5% |
| Admin fee / account holder | $296 | $17,111-98.3% | $13,955-97.9% | $11,599-97.4% |