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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 | $159,138 | $100,895+57.7% | $90,430+76.0% | $158,950+0.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.14% | 1725.54%-1693.4pp | 1293.73%-1261.6pp | 302.91%-270.8pp |
| Employer contribution / active EE | $1,287 | $3,689-65.1% | $3,262-60.5% | $4,762-73.0% |
| Participant deferral / active EE | $12,215 | $4,347+181.0% | $3,963+208.3% | $5,983+104.2% |
| Admin fee / account holder | $15 | $6,505-99.8% | $5,613-99.7% | $11,248-99.9% |