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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 | $24,100 | $138,102-82.5% | $125,381-80.8% | $134,532-82.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 15.92% | 750.73%-734.8pp | 572.31%-556.4pp | 418.27%-402.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,693 | $7,801+11.4% | $7,448+16.7% | $6,401+35.8% |
| Admin fee / account holder | $120 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |