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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 | $88,710+32.1% | $81,783+43.3% | $145,959-19.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.01% | 1027.26%-1015.3pp | 775.05%-763.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,420 | $3,083-21.5% | $2,913-16.9% | $4,661-48.1% |
| Participant deferral / active EE | $9,322 | $4,645+100.7% | $4,320+115.8% | $6,689+39.4% |
| Admin fee / account holder | $233 | $8,407-97.2% | $7,380-96.8% | $13,398-98.3% |