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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 | $156,727 | $97,732+60.4% | $83,831+87.0% | $135,380+15.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.85% | 1287.56%-1281.7pp | 850.99%-845.1pp | 519.81%-514.0pp |
| Employer contribution / active EE | $1,979 | $4,222-53.1% | $3,631-45.5% | $4,779-58.6% |
| Participant deferral / active EE | $11,200 | $4,683+139.2% | $4,082+174.4% | $5,609+99.7% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |