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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 | $164,170 | $88,754+85.0% | $81,820+100.6% | $145,877+12.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.77% | 1031.77%-1016.0pp | 777.93%-762.2pp | 551.28%-535.5pp |
| Employer contribution / active EE | $976 | $3,085-68.4% | $2,915-66.5% | $4,663-79.1% |
| Participant deferral / active EE | $10,552 | $4,648+127.0% | $4,323+144.1% | $6,691+57.7% |
| Admin fee / account holder | $40 | $8,424-99.5% | $7,391-99.5% | $13,402-99.7% |