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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 | $66,248 | $88,754-25.4% | $81,820-19.0% | $145,877-54.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.64% | 1031.77%-1006.1pp | 777.93%-752.3pp | 551.28%-525.6pp |
| Employer contribution / active EE | $5,177 | $3,085+67.8% | $2,915+77.6% | $4,663+11.0% |
| Participant deferral / active EE | $4,935 | $4,648+6.2% | $4,323+14.2% | $6,691-26.2% |
| Admin fee / account holder | $15 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |