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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 | $152,566 | $100,895+51.2% | $90,430+68.7% | $158,950-4.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.77% | 1725.54%-1702.8pp | 1293.73%-1271.0pp | 302.91%-280.1pp |
| Employer contribution / active EE | $12,015 | $3,689+225.7% | $3,262+268.4% | $4,762+152.3% |
| Participant deferral / active EE | $14,233 | $4,347+227.4% | $3,963+259.2% | $5,983+137.9% |
| Admin fee / account holder | $55 | $6,505-99.2% | $5,613-99.0% | $11,248-99.5% |