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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 | $111,577 | $97,732+14.2% | $83,831+33.1% | $135,380-17.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.14% | 1287.56%-1283.4pp | 850.99%-846.9pp | 519.81%-515.7pp |
| Employer contribution / active EE | $4,164 | $4,222-1.4% | $3,631+14.7% | $4,779-12.9% |
| Participant deferral / active EE | $8,312 | $4,683+77.5% | $4,082+103.6% | $5,609+48.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |