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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 | $52,280 | $202,342-74.2% | $172,752-69.7% | $152,897-65.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.45% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,377 | $5,858-76.5% | $5,144-73.2% | $4,764-71.1% |
| Participant deferral / active EE | $8,680 | $5,948+45.9% | $5,198+67.0% | $5,851+48.3% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |