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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 | $93,589 | $100,895-7.2% | $90,430+3.5% | $158,950-41.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.59% | 1725.54%-1700.0pp | 1293.73%-1268.1pp | 302.91%-277.3pp |
| Employer contribution / active EE | $9,158 | $3,689+148.3% | $3,262+180.8% | $4,762+92.3% |
| Participant deferral / active EE | $26,000 | $4,347+498.1% | $3,963+556.1% | $5,983+334.6% |
| Admin fee / account holder | $268 | $6,505-95.9% | $5,613-95.2% | $11,248-97.6% |