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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 | $81,528 | $72,465+12.5% | $67,575+20.6% | $145,884-44.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.61% | 7222.56%-7202.9pp | 3528.98%-3509.4pp | 551.85%-532.2pp |
| Employer contribution / active EE | $10,552 | $3,074+243.3% | $2,736+285.7% | $4,662+126.3% |
| Participant deferral / active EE | $7,625 | $4,786+59.3% | $4,003+90.5% | $6,690+14.0% |
| Admin fee / account holder | $20 | $5,515-99.6% | $3,993-99.5% | $13,392-99.9% |