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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 | $80,785 | $115,796-30.2% | $101,264-20.2% | $158,950-49.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3096.62% | 56.15%+3040.5pp | 46.48%+3050.1pp | 302.91%+2793.7pp |
| Employer contribution / active EE | $5,192 | $4,175+24.4% | $3,660+41.9% | $4,762+9.0% |
| Participant deferral / active EE | $10,903 | $4,958+119.9% | $4,370+149.5% | $5,983+82.2% |
| Admin fee / account holder | $208 | $7,247-97.1% | $5,947-96.5% | $11,248-98.2% |