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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 | $75,158 | $202,342-62.9% | $172,752-56.5% | $152,897-50.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.76% | 1029.83%-1003.1pp | 802.97%-776.2pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,065 | $5,858-64.7% | $5,144-59.9% | $4,764-56.7% |
| Participant deferral / active EE | $5,929 | $5,948-0.3% | $5,198+14.1% | $5,851+1.3% |
| Admin fee / account holder | $137 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |