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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 | $102,364 | $88,710+15.4% | $81,783+25.2% | $145,959-29.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $7,531 | $3,083+144.3% | $2,913+158.6% | $4,661+61.6% |
| Participant deferral / active EE | $5,679 | $4,645+22.3% | $4,320+31.4% | $6,689-15.1% |
| Admin fee / account holder | $289 | $8,407-96.6% | $7,380-96.1% | $13,398-97.8% |