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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 | $117,130 | $96,388+21.5% | $80,627+45.3% | $139,466-16.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.78% | 1352.08%-1338.3pp | 936.76%-923.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $12,282 | $3,260+276.8% | $2,723+351.1% | $4,754+158.4% |
| Participant deferral / active EE | $9,803 | $5,224+87.6% | $4,443+120.7% | $6,712+46.1% |
| Admin fee / account holder | $123 | $6,603-98.1% | $5,381-97.7% | $11,409-98.9% |