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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 | $97,903 | $100,895-3.0% | $90,430+8.3% | $158,950-38.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.09% | 1725.54%-1713.5pp | 1293.73%-1281.6pp | 302.91%-290.8pp |
| Employer contribution / active EE | $3,614 | $3,689-2.0% | $3,262+10.8% | $4,762-24.1% |
| Participant deferral / active EE | $7,347 | $4,347+69.0% | $3,963+85.4% | $5,983+22.8% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |