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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 | $193,643 | $100,911+91.9% | $90,440+114.1% | $158,966+21.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.03% | 1726.62%-1709.6pp | 1294.38%-1277.4pp | 302.95%-285.9pp |
| Employer contribution / active EE | $12,371 | $3,690+235.2% | $3,263+279.1% | $4,762+159.8% |
| Participant deferral / active EE | $17,578 | $4,348+304.2% | $3,964+343.5% | $5,983+193.8% |
| Admin fee / account holder | $29 | $6,507-99.6% | $5,615-99.5% | $11,250-99.7% |