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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 | $94,113 | $202,342-53.5% | $172,752-45.5% | $152,897-38.4% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.5%-10.2pp |
| Annual return | 16.33% | 1029.83%-1013.5pp | 802.97%-786.6pp | 345.43%-329.1pp |
| Employer contribution / active EE | $2,466 | $5,858-57.9% | $5,144-52.1% | $4,764-48.2% |
| Participant deferral / active EE | $3,286 | $5,948-44.8% | $5,198-36.8% | $5,851-43.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |