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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 | $153,446 | $96,338+59.3% | $80,589+90.4% | $139,427+10.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.53% | 1350.43%-1335.9pp | 935.83%-921.3pp | 373.27%-358.7pp |
| Employer contribution / active EE | $2,177 | $3,263-33.3% | $2,724-20.1% | $4,752-54.2% |
| Participant deferral / active EE | $8,170 | $5,234+56.1% | $4,449+83.6% | $6,711+21.7% |
| Admin fee / account holder | $278 | $6,600-95.8% | $5,379-94.8% | $11,404-97.6% |