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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 | $107,473 | $202,345-46.9% | $172,755-37.8% | $152,885-29.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.69% | 1029.77%-1013.1pp | 802.94%-786.3pp | 345.39%-328.7pp |
| Employer contribution / active EE | $2,165 | $5,858-63.0% | $5,144-57.9% | $4,763-54.5% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,851+88.0% |
| Admin fee / account holder | $16 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |