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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 | $49,162 | $202,326-75.7% | $172,745-71.5% | $152,870-67.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.39% | 1029.72%-1009.3pp | 802.90%-782.5pp | 345.34%-325.0pp |
| Employer contribution / active EE | $3,535 | $5,858-39.7% | $5,144-31.3% | $4,763-25.8% |
| Participant deferral / active EE | $6,678 | $5,948+12.3% | $5,197+28.5% | $5,850+14.1% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |