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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 | $96,807 | $100,938-4.1% | $90,461+7.0% | $158,982-39.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.03% | 1727.20%-1701.2pp | 1294.76%-1268.7pp | 302.99%-277.0pp |
| Employer contribution / active EE | $7,223 | $3,691+95.7% | $3,264+121.3% | $4,763+51.7% |
| Participant deferral / active EE | $5,481 | $4,350+26.0% | $3,964+38.3% | $5,983-8.4% |
| Admin fee / account holder | $10 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |