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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 | $114,256 | $109,872+4.0% | $98,483+16.0% | $167,536-31.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 33.93% | 1959.31%-1925.4pp | 1494.38%-1460.4pp | 478.82%-444.9pp |
| Employer contribution / active EE | $2,404 | $3,225-25.4% | $2,961-18.8% | $4,839-50.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $110 | $6,757-98.4% | $5,953-98.1% | $12,315-99.1% |