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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 | $93,303 | $88,778+5.1% | $81,844+14.0% | $145,884-36.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.93% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $6,103 | $3,087+97.7% | $2,916+109.3% | $4,662+30.9% |
| Participant deferral / active EE | $16,680 | $4,648+258.8% | $4,323+285.8% | $6,690+149.3% |
| Admin fee / account holder | $183 | $8,430-97.8% | $7,355-97.5% | $13,392-98.6% |