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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 | $144,808 | $180,749-19.9% | $160,784-9.9% | $137,256+5.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.48% | 2234.46%-2215.0pp | 1803.92%-1784.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,086 | $4,155-25.7% | $3,733-17.3% | $4,156-25.8% |
| Participant deferral / active EE | $15,597 | $6,844+127.9% | $6,293+147.9% | $6,407+143.4% |
| Admin fee / account holder | $30 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |