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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 | $73,675 | $72,071+2.2% | $68,368+7.8% | $137,256-46.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.50% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,092 | $2,788-60.8% | $2,649-58.8% | $4,156-73.7% |
| Participant deferral / active EE | $3,600 | $4,410-18.4% | $4,123-12.7% | $6,407-43.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |