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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 | $187,503 | $96,388+94.5% | $80,627+132.6% | $139,466+34.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.79% | 1352.08%-1326.3pp | 936.76%-911.0pp | 373.66%-347.9pp |
| Employer contribution / active EE | $2,769 | $3,260-15.0% | $2,723+1.7% | $4,754-41.7% |
| Participant deferral / active EE | $14,533 | $5,224+178.2% | $4,443+227.1% | $6,712+116.5% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |