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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 | $128,261 | $109,872+16.7% | $98,483+30.2% | $167,536-23.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.16% | 1959.31%-1944.2pp | 1494.38%-1479.2pp | 478.82%-463.7pp |
| Employer contribution / active EE | $3,833 | $3,225+18.8% | $2,961+29.4% | $4,839-20.8% |
| Participant deferral / active EE | $4,404 | $4,673-5.8% | $4,276+3.0% | $6,342-30.6% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |