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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 | $158,093 | $109,872+43.9% | $98,483+60.5% | $167,536-5.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.57% | 1959.31%-1938.7pp | 1494.38%-1473.8pp | 478.82%-458.2pp |
| Employer contribution / active EE | $6,966 | $3,225+116.0% | $2,961+135.3% | $4,839+44.0% |
| Participant deferral / active EE | $13,147 | $4,673+181.3% | $4,276+207.4% | $6,342+107.3% |
| Admin fee / account holder | $132 | $6,757-98.0% | $5,953-97.8% | $12,315-98.9% |