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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 | $88,754+15.3% | $81,820+25.1% | $145,877-29.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1031.77%-1018.6pp | 777.93%-764.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $7,531 | $3,085+144.1% | $2,915+158.4% | $4,663+61.5% |
| Participant deferral / active EE | $5,679 | $4,648+22.2% | $4,323+31.4% | $6,691-15.1% |
| Admin fee / account holder | $289 | $8,424-96.6% | $7,391-96.1% | $13,402-97.8% |