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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 | $176,423 | $138,078+27.8% | $125,363+40.7% | $134,509+31.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.66% | 750.49%-742.8pp | 572.15%-564.5pp | 418.13%-410.5pp |
| Employer contribution / active EE | $1,500 | $5,245-71.4% | $4,815-68.8% | $4,741-68.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |