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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 | $66,910 | $202,345-66.9% | $172,755-61.3% | $152,885-56.2% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 30.64% | 1029.77%-999.1pp | 802.94%-772.3pp | 345.39%-314.7pp |
| Employer contribution / active EE | $1,351 | $5,858-76.9% | $5,144-73.7% | $4,763-71.6% |
| Participant deferral / active EE | $14,394 | $5,948+142.0% | $5,198+176.9% | $5,851+146.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |