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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 | $88,778-10.0% | $81,844-2.4% | $145,884-45.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.07% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $5,370 | $3,087+73.9% | $2,916+84.1% | $4,662+15.2% |
| Participant deferral / active EE | $12,191 | $4,648+162.3% | $4,323+182.0% | $6,690+82.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |