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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 | $79,871 | $88,815-10.1% | $81,882-2.5% | $145,897-45.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.07% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $5,370 | $3,086+74.0% | $2,916+84.1% | $4,663+15.2% |
| Participant deferral / active EE | $12,191 | $4,647+162.3% | $4,323+182.0% | $6,689+82.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |