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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 | $178,917 | $109,905+62.8% | $98,506+81.6% | $167,553+6.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.51% | 1960.20%-1947.7pp | 1494.92%-1482.4pp | 478.89%-466.4pp |
| Employer contribution / active EE | $7,878 | $3,226+144.2% | $2,961+166.0% | $4,840+62.8% |
| Participant deferral / active EE | $5,773 | $4,674+23.5% | $4,277+35.0% | $6,343-9.0% |
| Admin fee / account holder | $3 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |