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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 | $56,945 | $202,342-71.9% | $172,752-67.0% | $152,897-62.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.72% | 1029.83%-1011.1pp | 802.97%-784.3pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,444 | $5,858-75.3% | $5,144-71.9% | $4,764-69.7% |
| Participant deferral / active EE | $3,381 | $5,948-43.2% | $5,198-34.9% | $5,851-42.2% |
| Admin fee / account holder | $225 | $17,111-98.7% | $13,955-98.4% | $11,599-98.1% |