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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 | $114,521 | $109,872+4.2% | $98,483+16.3% | $167,536-31.6% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 13.41% | 1959.31%-1945.9pp | 1494.38%-1481.0pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,114 | $3,225-65.5% | $2,961-62.4% | $4,839-77.0% |
| Participant deferral / active EE | $3,959 | $4,673-15.3% | $4,276-7.4% | $6,342-37.6% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |