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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 | $86,308 | $124,175-30.5% | $108,405-20.4% | $167,536-48.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.47% | 1380.13%-1367.7pp | 905.55%-893.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $6,329 | $4,188+51.1% | $3,559+77.8% | $4,839+30.8% |
| Participant deferral / active EE | $12,400 | $6,908+79.5% | $6,563+88.9% | $6,342+95.5% |
| Admin fee / account holder | $18 | $9,457-99.8% | $7,297-99.8% | $12,315-99.9% |