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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 | $93,685 | $88,754+5.6% | $81,820+14.5% | $145,877-35.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.15% | 1031.77%-1014.6pp | 777.93%-760.8pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,626 | $3,085-14.9% | $2,915-9.9% | $4,663-43.7% |
| Participant deferral / active EE | $4,617 | $4,648-0.7% | $4,323+6.8% | $6,691-31.0% |
| Admin fee / account holder | $241 | $8,424-97.1% | $7,391-96.7% | $13,402-98.2% |