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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 | $56,660 | $202,342-72.0% | $172,752-67.2% | $152,897-62.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 33.88% | 1029.83%-995.9pp | 802.97%-769.1pp | 345.43%-311.6pp |
| Employer contribution / active EE | $2,108 | $5,858-64.0% | $5,144-59.0% | $4,764-55.7% |
| Participant deferral / active EE | $4,047 | $5,948-32.0% | $5,198-22.1% | $5,851-30.8% |
| Admin fee / account holder | $38 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |