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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 | $222,632 | $169,237+31.6% | $129,339+72.1% | $145,978+52.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 14364.43%-14351.9pp | 9437.05%-9424.5pp | 550.52%-538.0pp |
| Employer contribution / active EE | $22,324 | $5,540+302.9% | $4,154+437.4% | $4,662+378.9% |
| Participant deferral / active EE | $37,608 | $4,991+653.5% | $4,170+801.9% | $6,690+462.2% |
| Admin fee / account holder | $133 | $9,882-98.7% | $7,668-98.3% | $13,400-99.0% |