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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 | $235,162 | $185,225+27.0% | $142,898+64.6% | $167,553+40.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.78% | 8558.12%-8545.3pp | 5639.64%-5626.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $29,388 | $5,607+424.1% | $4,146+608.9% | $4,840+507.2% |
| Participant deferral / active EE | $5,616 | $4,496+24.9% | $3,838+46.3% | $6,343-11.5% |
| Admin fee / account holder | $236 | $8,032-97.1% | $6,560-96.4% | $12,316-98.1% |