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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 | $173,666 | $88,754+95.7% | $81,820+112.3% | $145,877+19.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.71% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $7,424 | $3,085+140.6% | $2,915+154.7% | $4,663+59.2% |
| Participant deferral / active EE | $10,283 | $4,648+121.3% | $4,323+137.9% | $6,691+53.7% |
| Admin fee / account holder | $82 | $8,424-99.0% | $7,391-98.9% | $13,402-99.4% |