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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 | $75,702 | $202,342-62.6% | $172,753-56.2% | $152,909-50.5% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 27.41% | 1029.88%-1002.5pp | 803.00%-775.6pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,523 | $5,857-74.0% | $5,144-70.4% | $4,764-68.0% |
| Participant deferral / active EE | $7,267 | $5,948+22.2% | $5,198+39.8% | $5,851+24.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |