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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 | $202,355 | $100,911+100.5% | $90,440+123.7% | $158,966+27.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.25% | 1726.62%-1705.4pp | 1294.38%-1273.1pp | 302.95%-281.7pp |
| Employer contribution / active EE | $18,874 | $3,690+411.5% | $3,263+478.4% | $4,762+296.3% |
| Participant deferral / active EE | $17,333 | $4,348+298.6% | $3,964+337.3% | $5,983+189.7% |
| Admin fee / account holder | $46 | $6,507-99.3% | $5,615-99.2% | $11,250-99.6% |