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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 | $127,874 | $88,778+44.0% | $81,844+56.2% | $145,884-12.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.73% | 1033.03%-1012.3pp | 778.87%-758.1pp | 551.85%-531.1pp |
| Employer contribution / active EE | $1,250 | $3,087-59.5% | $2,916-57.1% | $4,662-73.2% |
| Participant deferral / active EE | $1,647 | $4,648-64.6% | $4,323-61.9% | $6,690-75.4% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |