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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 | $88,710+61.3% | $81,783+75.0% | $145,959-2.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.74% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,597 | $3,083-15.8% | $2,913-10.9% | $4,661-44.3% |
| Participant deferral / active EE | $17,008 | $4,645+266.2% | $4,320+293.7% | $6,689+154.3% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |