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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 | $240,608 | $100,895+138.5% | $90,430+166.1% | $158,950+51.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.69% | 1725.54%-1708.9pp | 1293.73%-1277.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $2,746 | $3,689-25.6% | $3,262-15.8% | $4,762-42.3% |
| Participant deferral / active EE | $7,152 | $4,347+64.5% | $3,963+80.5% | $5,983+19.5% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |