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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 | $129,204 | $88,815+45.5% | $81,882+57.8% | $145,897-11.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.60% | 1033.75%-1020.1pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $5,116 | $3,086+65.8% | $2,916+75.5% | $4,663+9.7% |
| Participant deferral / active EE | $5,116 | $4,647+10.1% | $4,323+18.3% | $6,689-23.5% |
| Admin fee / account holder | $6 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |