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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 | $107,072 | $106,008+1.0% | $92,240+16.1% | $147,586-27.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 805.87% | 50.05%+755.8pp | 176.29%+629.6pp | 578.59%+227.3pp |
| Employer contribution / active EE | $1,110 | $4,333-74.4% | $3,680-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $1,685 | $4,478-62.4% | $3,897-56.8% | $5,439-69.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |