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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 | $105,827 | $97,729+8.3% | $83,830+26.2% | $135,379-21.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.99% | 1287.52%-1286.5pp | 850.97%-850.0pp | 519.79%-518.8pp |
| Employer contribution / active EE | $8,910 | $4,222+111.0% | $3,631+145.4% | $4,779+86.4% |
| Participant deferral / active EE | $7,293 | $4,683+55.7% | $4,082+78.7% | $5,609+30.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |