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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 | $126,196 | $76,368+65.2% | $67,681+86.5% | $154,746-18.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.05% | 1066.77%-1054.7pp | 590.58%-578.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,982 | $3,151+26.4% | $2,678+48.7% | $4,379-9.1% |
| Participant deferral / active EE | $3,983 | $4,824-17.4% | $3,976+0.2% | $6,730-40.8% |
| Admin fee / account holder | $300 | $8,559-96.5% | $6,100-95.1% | $14,365-97.9% |