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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 | $140,695 | $70,366+99.9% | $66,674+111.0% | $138,895+1.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 26.46% | 386.41%-359.9pp | 321.24%-294.8pp | 145.39%-118.9pp |
| Employer contribution / active EE | $5,609 | $2,765+102.8% | $2,620+114.1% | $4,194+33.7% |
| Participant deferral / active EE | $10,399 | $4,374+137.7% | $4,084+154.6% | $6,396+62.6% |
| Admin fee / account holder | $72 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |