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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 | $103,278 | $209,888-50.8% | $189,545-45.5% | $167,553-38.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.07% | 748.66%-727.6pp | 555.36%-534.3pp | 478.89%-457.8pp |
| Employer contribution / active EE | $4,392 | $6,915-36.5% | $6,162-28.7% | $4,840-9.3% |
| Participant deferral / active EE | $12,567 | $8,934+40.7% | $8,220+52.9% | $6,343+98.1% |
| Admin fee / account holder | $60 | $14,300-99.6% | $12,049-99.5% | $12,316-99.5% |