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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 | $237,974 | $96,388+146.9% | $80,627+195.2% | $139,466+70.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.74% | 1352.08%-1334.3pp | 936.76%-919.0pp | 373.66%-355.9pp |
| Employer contribution / active EE | $1,176 | $3,260-63.9% | $2,723-56.8% | $4,754-75.3% |
| Participant deferral / active EE | $14,372 | $5,224+175.1% | $4,443+223.5% | $6,712+114.1% |
| Admin fee / account holder | $142 | $6,603-97.8% | $5,381-97.4% | $11,409-98.8% |