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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 | $183,173 | $68,097+169.0% | $62,929+191.1% | $137,256+33.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.00% | 1859.11%-1842.1pp | 1063.93%-1046.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $14,645 | $2,811+421.0% | $2,505+484.7% | $4,156+252.4% |
| Participant deferral / active EE | $23,500 | $4,553+416.2% | $3,888+504.4% | $6,407+266.8% |
| Admin fee / account holder | $11 | $6,521-99.8% | $5,065-99.8% | $12,270-99.9% |