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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 | $69,988 | $202,342-65.4% | $172,753-59.5% | $152,909-54.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.76% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,427 | $5,857-75.6% | $5,144-72.2% | $4,764-70.0% |
| Participant deferral / active EE | $2,993 | $5,948-49.7% | $5,198-42.4% | $5,851-48.8% |
| Admin fee / account holder | $134 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |