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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 | $162,138 | $88,702+82.8% | $81,780+98.3% | $145,978+11.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.41% | 1029.12%-1015.7pp | 776.27%-762.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $13,531 | $3,084+338.7% | $2,914+364.4% | $4,662+190.3% |
| Participant deferral / active EE | $9,074 | $4,645+95.3% | $4,321+110.0% | $6,690+35.6% |
| Admin fee / account holder | $24 | $8,414-99.7% | $7,384-99.7% | $13,400-99.8% |