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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 | $117,198 | $88,702+32.1% | $81,780+43.3% | $145,978-19.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.01% | 1029.12%-1017.1pp | 776.27%-764.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,420 | $3,084-21.6% | $2,914-17.0% | $4,662-48.1% |
| Participant deferral / active EE | $9,322 | $4,645+100.7% | $4,321+115.7% | $6,690+39.3% |
| Admin fee / account holder | $233 | $8,414-97.2% | $7,384-96.8% | $13,400-98.3% |