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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 | $105,709 | $156,927-32.6% | $121,169-12.8% | $139,456-24.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 1475.85%-1463.0pp | 986.71%-973.9pp | 373.45%-360.6pp |
| Employer contribution / active EE | $6,762 | $5,542+22.0% | $4,168+62.2% | $4,753+42.3% |
| Participant deferral / active EE | $3,308 | $4,848-31.8% | $4,083-19.0% | $6,711-50.7% |
| Admin fee / account holder | $126 | $6,946-98.2% | $5,645-97.8% | $11,407-98.9% |