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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 | $54,405 | $202,342-73.1% | $172,753-68.5% | $152,909-64.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.65% | 1029.88%-1007.2pp | 803.00%-780.4pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,097 | $5,857-64.2% | $5,144-59.2% | $4,764-56.0% |
| Participant deferral / active EE | $8,357 | $5,948+40.5% | $5,198+60.8% | $5,851+42.8% |
| Admin fee / account holder | $154 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |