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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 | $142,028 | $124,175+14.4% | $108,405+31.0% | $167,536-15.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.92% | 1380.13%-1361.2pp | 905.55%-886.6pp | 478.82%-459.9pp |
| Employer contribution / active EE | $3,033 | $4,188-27.6% | $3,559-14.8% | $4,839-37.3% |
| Participant deferral / active EE | $15,897 | $6,908+130.1% | $6,563+142.2% | $6,342+150.7% |
| Admin fee / account holder | $295 | $9,457-96.9% | $7,297-96.0% | $12,315-97.6% |