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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 | $99,002 | $96,419+2.7% | $80,648+22.8% | $139,487-29.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.46% | 1352.86%-1331.4pp | 937.21%-915.8pp | 373.84%-352.4pp |
| Employer contribution / active EE | $3,368 | $3,261+3.3% | $2,724+23.7% | $4,755-29.2% |
| Participant deferral / active EE | $30,000 | $5,225+474.1% | $4,443+575.1% | $6,713+346.9% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |