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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 | $119,346 | $109,905+8.6% | $98,506+21.2% | $167,553-28.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.39% | 1960.20%-1944.8pp | 1494.92%-1479.5pp | 478.89%-463.5pp |
| Employer contribution / active EE | $11,986 | $3,226+271.6% | $2,961+304.8% | $4,840+147.7% |
| Participant deferral / active EE | $12,418 | $4,674+165.7% | $4,277+190.4% | $6,343+95.8% |
| Admin fee / account holder | $254 | $6,760-96.2% | $5,955-95.7% | $12,316-97.9% |