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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 | $88,778-25.4% | $81,844-19.1% | $145,884-54.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.64% | 1033.03%-1007.4pp | 778.87%-753.2pp | 551.85%-526.2pp |
| Employer contribution / active EE | $5,177 | $3,087+67.7% | $2,916+77.5% | $4,662+11.0% |
| Participant deferral / active EE | $4,935 | $4,648+6.2% | $4,323+14.1% | $6,690-26.2% |
| Admin fee / account holder | $15 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |