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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 | $78,580 | $202,342-61.2% | $172,753-54.5% | $152,909-48.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 18.64% | 1029.88%-1011.2pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,659 | $5,857-54.6% | $5,144-48.3% | $4,764-44.2% |
| Participant deferral / active EE | $3,640 | $5,948-38.8% | $5,198-30.0% | $5,851-37.8% |
| Admin fee / account holder | $202 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |