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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 | $96,419+59.1% | $80,648+90.3% | $139,487+10.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.53% | 1352.86%-1338.3pp | 937.21%-922.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,177 | $3,261-33.3% | $2,724-20.1% | $4,755-54.2% |
| Participant deferral / active EE | $8,170 | $5,225+56.4% | $4,443+83.9% | $6,713+21.7% |
| Admin fee / account holder | $278 | $6,605-95.8% | $5,382-94.8% | $11,407-97.6% |