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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 | $155,283 | $202,342-23.3% | $172,752-10.1% | $152,897+1.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.35% | 1029.83%-1009.5pp | 802.97%-782.6pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,926 | $5,858-67.1% | $5,144-62.6% | $4,764-59.6% |
| Participant deferral / active EE | $8,602 | $5,948+44.6% | $5,198+65.5% | $5,851+47.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |