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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 | $183,064 | $100,938+81.4% | $90,461+102.4% | $158,982+15.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.95% | 1727.20%-1706.3pp | 1294.76%-1273.8pp | 302.99%-282.0pp |
| Employer contribution / active EE | $2,436 | $3,691-34.0% | $3,264-25.4% | $4,763-48.8% |
| Participant deferral / active EE | $8,644 | $4,350+98.7% | $3,964+118.0% | $5,983+44.5% |
| Admin fee / account holder | $32 | $6,510-99.5% | $5,617-99.4% | $11,252-99.7% |