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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 | $218,854 | $88,702+146.7% | $81,780+167.6% | $145,978+49.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.29% | 1029.12%-1009.8pp | 776.27%-757.0pp | 550.52%-531.2pp |
| Employer contribution / active EE | $4,293 | $3,084+39.2% | $2,914+47.3% | $4,662-7.9% |
| Participant deferral / active EE | $13,607 | $4,645+192.9% | $4,321+214.9% | $6,690+103.4% |
| Admin fee / account holder | $150 | $8,414-98.2% | $7,384-98.0% | $13,400-98.9% |