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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 | $158,265 | $100,911+56.8% | $90,440+75.0% | $158,966-0.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.21% | 1726.62%-1719.4pp | 1294.38%-1287.2pp | 302.95%-295.7pp |
| Employer contribution / active EE | $1,595 | $3,690-56.8% | $3,263-51.1% | $4,762-66.5% |
| Participant deferral / active EE | $5,400 | $4,348+24.2% | $3,964+36.2% | $5,983-9.7% |
| Admin fee / account holder | $5 | $6,507-99.9% | $5,615-99.9% | $11,250-100.0% |