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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 | $149,359 | $109,872+35.9% | $98,483+51.7% | $167,536-10.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.82% | 1959.31%-1949.5pp | 1494.38%-1484.6pp | 478.82%-469.0pp |
| Employer contribution / active EE | $2,360 | $3,225-26.8% | $2,961-20.3% | $4,839-51.2% |
| Participant deferral / active EE | $4,469 | $4,673-4.4% | $4,276+4.5% | $6,342-29.5% |
| Admin fee / account holder | $47 | $6,757-99.3% | $5,953-99.2% | $12,315-99.6% |