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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 | $136,944 | $100,938+35.7% | $90,461+51.4% | $158,982-13.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 18.79% | 1727.20%-1708.4pp | 1294.76%-1276.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,451 | $3,691-60.7% | $3,264-55.6% | $4,763-69.5% |
| Participant deferral / active EE | $2,268 | $4,350-47.8% | $3,964-42.8% | $5,983-62.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |