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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 | $136,515 | $109,872+24.2% | $98,483+38.6% | $167,536-18.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 10.91% | 1959.31%-1948.4pp | 1494.38%-1483.5pp | 478.82%-467.9pp |
| Employer contribution / active EE | $5,664 | $3,225+75.6% | $2,961+91.3% | $4,839+17.1% |
| Participant deferral / active EE | $8,170 | $4,673+74.8% | $4,276+91.0% | $6,342+28.8% |
| Admin fee / account holder | $121 | $6,757-98.2% | $5,953-98.0% | $12,315-99.0% |