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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 | $143,112 | $88,754+61.2% | $81,820+74.9% | $145,877-1.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.74% | 1031.77%-1021.0pp | 777.93%-767.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,597 | $3,085-15.8% | $2,915-10.9% | $4,663-44.3% |
| Participant deferral / active EE | $17,008 | $4,648+266.0% | $4,323+293.5% | $6,691+154.2% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |