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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 | $57,627 | $99,009-41.8% | $86,581-33.4% | $147,585-61.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.56% | 1312.70%-1292.1pp | 965.06%-944.5pp | 578.58%-558.0pp |
| Employer contribution / active EE | $3,097 | $3,132-1.1% | $2,840+9.1% | $4,876-36.5% |
| Participant deferral / active EE | $13,447 | $3,972+238.5% | $3,609+272.6% | $5,439+147.2% |
| Admin fee / account holder | $171 | $5,709-97.0% | $4,904-96.5% | $10,886-98.4% |