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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 | $79,889 | $100,938-20.9% | $90,461-11.7% | $158,982-49.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.93% | 1727.20%-1704.3pp | 1294.76%-1271.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $2,468 | $3,691-33.1% | $3,264-24.4% | $4,763-48.2% |
| Participant deferral / active EE | $6,403 | $4,350+47.2% | $3,964+61.5% | $5,983+7.0% |
| Admin fee / account holder | $2 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |