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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 | $136,505 | $72,446+88.4% | $67,561+102.0% | $145,877-6.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.04% | 7211.98%-7199.9pp | 3525.44%-3513.4pp | 551.28%-539.2pp |
| Employer contribution / active EE | $7,377 | $3,072+140.1% | $2,735+169.7% | $4,663+58.2% |
| Participant deferral / active EE | $7,082 | $4,785+48.0% | $4,003+76.9% | $6,691+5.8% |
| Admin fee / account holder | $265 | $5,541-95.2% | $4,006-93.4% | $13,402-98.0% |