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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 | $210,780 | $190,879+10.4% | $160,009+31.7% | $134,532+56.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,936 | $4,995-61.2% | $4,225-54.2% | $4,741-59.2% |
| Participant deferral / active EE | $13,213 | $6,924+90.8% | $6,183+113.7% | $6,401+106.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |