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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 | $145,343 | $109,411+32.8% | $89,435+62.5% | $158,982-8.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 928.49% | 345.68%+582.8pp | 245.55%+682.9pp | 302.99%+625.5pp |
| Employer contribution / active EE | $5,315 | $3,173+67.5% | $2,587+105.4% | $4,763+11.6% |
| Participant deferral / active EE | $8,716 | $4,600+89.5% | $3,890+124.0% | $5,983+45.7% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |