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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 | $137,696 | $100,938+36.4% | $90,461+52.2% | $158,982-13.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 15.23% | 1727.20%-1712.0pp | 1294.76%-1279.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $6,759 | $3,691+83.1% | $3,264+107.1% | $4,763+41.9% |
| Participant deferral / active EE | $8,505 | $4,350+95.5% | $3,964+114.5% | $5,983+42.1% |
| Admin fee / account holder | $212 | $6,510-96.7% | $5,617-96.2% | $11,252-98.1% |