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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 | $69,424 | $209,874-66.9% | $189,537-63.4% | $167,536-58.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 748.61%-733.5pp | 555.34%-540.2pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,394 | $6,913-65.4% | $6,161-61.1% | $4,839-50.5% |
| Participant deferral / active EE | $12,210 | $8,934+36.7% | $8,220+48.5% | $6,342+92.5% |
| Admin fee / account holder | $60 | $14,299-99.6% | $12,048-99.5% | $12,315-99.5% |