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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 | $95,518 | $104,520-8.6% | $76,823+24.3% | $152,885-37.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.15% | 1014.03%-994.9pp | 1166.42%-1147.3pp | 345.39%-326.2pp |
| Employer contribution / active EE | $3,574 | $3,117+14.7% | $2,302+55.2% | $4,763-25.0% |
| Participant deferral / active EE | $16,781 | $4,236+296.2% | $3,336+403.1% | $5,851+186.8% |
| Admin fee / account holder | $15 | $12,283-99.9% | $6,422-99.8% | $11,598-99.9% |