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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 | $96,338+41.1% | $80,589+68.6% | $139,427-2.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.52% | 1350.43%-1338.9pp | 935.83%-924.3pp | 373.27%-361.8pp |
| Employer contribution / active EE | $4,920 | $3,263+50.8% | $2,724+80.6% | $4,752+3.5% |
| Participant deferral / active EE | $7,940 | $5,234+51.7% | $4,449+78.5% | $6,711+18.3% |
| Admin fee / account holder | $20 | $6,600-99.7% | $5,379-99.6% | $11,404-99.8% |