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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 | $103,239 | $88,815+16.2% | $81,882+26.1% | $145,897-29.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.57% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,296 | $3,086-25.6% | $2,916-21.3% | $4,663-50.8% |
| Participant deferral / active EE | $20,933 | $4,647+350.4% | $4,323+384.2% | $6,689+212.9% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |