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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 | $110,610 | $88,710+24.7% | $81,783+35.2% | $145,959-24.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.01% | 1027.26%-1010.3pp | 775.05%-758.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $10,327 | $3,083+235.0% | $2,913+254.6% | $4,661+121.6% |
| Participant deferral / active EE | $7,352 | $4,645+58.3% | $4,320+70.2% | $6,689+9.9% |
| Admin fee / account holder | $25 | $8,407-99.7% | $7,380-99.7% | $13,398-99.8% |