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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 | $82,418 | $202,345-59.3% | $172,755-52.3% | $152,885-46.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.44% | 1029.77%-1010.3pp | 802.94%-783.5pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,415 | $5,858-75.8% | $5,144-72.5% | $4,763-70.3% |
| Participant deferral / active EE | $9,983 | $5,948+67.8% | $5,198+92.1% | $5,851+70.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |