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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 | $126,263 | $96,361+31.0% | $80,607+56.6% | $139,456-9.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.02% | 1350.95%-1326.9pp | 936.11%-912.1pp | 373.45%-349.4pp |
| Employer contribution / active EE | $2,936 | $3,262-10.0% | $2,724+7.8% | $4,753-38.2% |
| Participant deferral / active EE | $12,170 | $5,232+132.6% | $4,448+173.6% | $6,711+81.3% |
| Admin fee / account holder | $69 | $6,601-99.0% | $5,379-98.7% | $11,407-99.4% |