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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 | $133,498 | $209,874-36.4% | $189,537-29.6% | $167,536-20.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 748.61%-733.5pp | 555.34%-540.2pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,772 | $6,913-74.4% | $6,161-71.2% | $4,839-63.4% |
| Participant deferral / active EE | $6,200 | $8,934-30.6% | $8,220-24.6% | $6,342-2.2% |
| Admin fee / account holder | $37 | $14,299-99.7% | $12,048-99.7% | $12,315-99.7% |