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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 | $93,167 | $90,489+3.0% | $76,051+22.5% | $145,978-36.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.99% | 622.78%-611.8pp | 360.42%-349.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,397 | $3,319-27.8% | $2,690-10.9% | $4,662-48.6% |
| Participant deferral / active EE | $11,185 | $5,164+116.6% | $4,257+162.7% | $6,690+67.2% |
| Admin fee / account holder | $20 | $8,374-99.8% | $6,416-99.7% | $13,400-99.9% |