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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 | $238,416 | $97,729+144.0% | $83,830+184.4% | $135,379+76.1% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 8.67% | 1287.52%-1278.8pp | 850.97%-842.3pp | 519.79%-511.1pp |
| Employer contribution / active EE | $1,695 | $4,222-59.9% | $3,631-53.3% | $4,779-64.5% |
| Participant deferral / active EE | $1,672 | $4,683-64.3% | $4,082-59.1% | $5,609-70.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |