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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 | $249,756 | $149,040+67.6% | $120,225+107.7% | $137,256+82.0% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 16.47% | 605.68%-589.2pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $500 | $4,350-88.5% | $3,475-85.6% | $4,156-88.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $39 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |