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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 | $163,029 | $169,336-3.7% | $129,384+26.0% | $145,884+11.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.43% | 14408.70%-14397.3pp | 9461.77%-9450.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,231 | $5,540-59.7% | $4,153-46.3% | $4,662-52.2% |
| Participant deferral / active EE | $8,623 | $4,985+73.0% | $4,166+107.0% | $6,690+28.9% |
| Admin fee / account holder | $153 | $9,912-98.5% | $7,686-98.0% | $13,392-98.9% |