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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 | $94,818 | $88,815+6.8% | $81,882+15.8% | $145,897-35.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.39% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $6,960 | $3,086+125.5% | $2,916+138.7% | $4,663+49.3% |
| Participant deferral / active EE | $19,261 | $4,647+314.5% | $4,323+345.5% | $6,689+187.9% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |