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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 | $117,903 | $88,702+32.9% | $81,780+44.2% | $145,978-19.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.35% | 1029.12%-1001.8pp | 776.27%-748.9pp | 550.52%-523.2pp |
| Employer contribution / active EE | $9,292 | $3,084+201.3% | $2,914+218.9% | $4,662+99.3% |
| Participant deferral / active EE | $6,638 | $4,645+42.9% | $4,321+53.6% | $6,690-0.8% |
| Admin fee / account holder | $32 | $8,414-99.6% | $7,384-99.6% | $13,400-99.8% |