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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 | $117,925 | $102,595+14.9% | $94,057+25.4% | $154,746-23.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.29% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $7,068 | $3,147+124.6% | $2,933+141.0% | $4,379+61.4% |
| Participant deferral / active EE | $5,773 | $5,118+12.8% | $4,709+22.6% | $6,730-14.2% |
| Admin fee / account holder | $72 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |