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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 | $96,881 | $202,345-52.1% | $172,755-43.9% | $152,885-36.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.74% | 1029.77%-1005.0pp | 802.94%-778.2pp | 345.39%-320.7pp |
| Employer contribution / active EE | $3,832 | $5,858-34.6% | $5,144-25.5% | $4,763-19.5% |
| Participant deferral / active EE | $13,969 | $5,948+134.8% | $5,198+168.8% | $5,851+138.8% |
| Admin fee / account holder | $207 | $17,111-98.8% | $13,955-98.5% | $11,598-98.2% |