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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 | $147,063 | $68,097+116.0% | $62,929+133.7% | $137,256+7.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.76% | 1859.11%-1840.4pp | 1063.93%-1045.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,264 | $2,811+16.1% | $2,505+30.3% | $4,156-21.5% |
| Participant deferral / active EE | $14,184 | $4,553+211.6% | $3,888+264.8% | $6,407+121.4% |
| Admin fee / account holder | $289 | $6,521-95.6% | $5,065-94.3% | $12,270-97.6% |