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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 | $136,263 | $96,388+41.4% | $80,627+69.0% | $139,466-2.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.50% | 1352.08%-1336.6pp | 936.76%-921.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,145 | $3,260-64.9% | $2,723-58.0% | $4,754-75.9% |
| Participant deferral / active EE | $10,921 | $5,224+109.0% | $4,443+145.8% | $6,712+62.7% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |