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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 | $73,092 | $156,963-53.4% | $121,204-39.7% | $139,466-47.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 1476.75%-1462.1pp | 987.18%-972.5pp | 373.66%-359.0pp |
| Employer contribution / active EE | $5,608 | $5,544+1.1% | $4,170+34.5% | $4,754+18.0% |
| Participant deferral / active EE | $3,148 | $4,848-35.1% | $4,083-22.9% | $6,712-53.1% |
| Admin fee / account holder | $11 | $6,953-99.8% | $5,651-99.8% | $11,409-99.9% |