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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 | $74,609 | $68,097+9.6% | $62,929+18.6% | $137,256-45.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.48% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,738 | $2,811+210.8% | $2,505+248.9% | $4,156+110.2% |
| Participant deferral / active EE | $10,487 | $4,553+130.3% | $3,888+169.7% | $6,407+63.7% |
| Admin fee / account holder | $22 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |