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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 | $117,122 | $100,938+16.0% | $90,461+29.5% | $158,982-26.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 31.78% | 1727.20%-1695.4pp | 1294.76%-1263.0pp | 302.99%-271.2pp |
| Employer contribution / active EE | $1,427 | $3,691-61.3% | $3,264-56.3% | $4,763-70.0% |
| Participant deferral / active EE | $6,413 | $4,350+47.4% | $3,964+61.8% | $5,983+7.2% |
| Admin fee / account holder | $12 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |