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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 | $152,333 | $88,815+71.5% | $81,882+86.0% | $145,897+4.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.25% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,501 | $3,086+13.4% | $2,916+20.1% | $4,663-24.9% |
| Participant deferral / active EE | $16,412 | $4,647+253.2% | $4,323+279.6% | $6,689+145.4% |
| Admin fee / account holder | $18 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |