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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 | $128,986 | $209,874-38.5% | $189,537-31.9% | $167,536-23.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.77% | 748.61%-734.8pp | 555.34%-541.6pp | 478.82%-465.1pp |
| Employer contribution / active EE | $3,513 | $6,913-49.2% | $6,161-43.0% | $4,839-27.4% |
| Participant deferral / active EE | $10,032 | $8,934+12.3% | $8,220+22.0% | $6,342+58.2% |
| Admin fee / account holder | $12 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |