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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 | $124,714 | $72,465+72.1% | $67,575+84.6% | $145,884-14.5% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 33.00% | 7222.56%-7189.6pp | 3528.98%-3496.0pp | 551.85%-518.8pp |
| Employer contribution / active EE | $4,575 | $3,074+48.8% | $2,736+67.2% | $4,662-1.9% |
| Participant deferral / active EE | $9,674 | $4,786+102.1% | $4,003+141.6% | $6,690+44.6% |
| Admin fee / account holder | $24 | $5,515-99.6% | $3,993-99.4% | $13,392-99.8% |