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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 | $100,000 | $150,446-33.5% | $136,297-26.6% | $147,585-32.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.75% | 1049.14%-1028.4pp | 5156.19%-5135.4pp | 578.58%-557.8pp |
| Employer contribution / active EE | $15,360 | $5,256+192.2% | $4,696+227.1% | $4,876+215.0% |
| Participant deferral / active EE | $8,400 | $6,631+26.7% | $6,247+34.5% | $5,439+54.4% |
| Admin fee / account holder | $106 | $10,906-99.0% | $9,244-98.9% | $10,886-99.0% |