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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 | $135,905 | $96,419+41.0% | $80,648+68.5% | $139,487-2.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.52% | 1352.86%-1341.3pp | 937.21%-925.7pp | 373.84%-362.3pp |
| Employer contribution / active EE | $4,920 | $3,261+50.9% | $2,724+80.6% | $4,755+3.5% |
| Participant deferral / active EE | $7,940 | $5,225+52.0% | $4,443+78.7% | $6,713+18.3% |
| Admin fee / account holder | $20 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |