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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 | $122,812 | $100,911+21.7% | $90,440+35.8% | $158,966-22.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.69% | 1726.62%-1706.9pp | 1294.38%-1274.7pp | 302.95%-283.3pp |
| Employer contribution / active EE | $6,185 | $3,690+67.6% | $3,263+89.5% | $4,762+29.9% |
| Participant deferral / active EE | $11,904 | $4,348+173.7% | $3,964+200.3% | $5,983+99.0% |
| Admin fee / account holder | $77 | $6,507-98.8% | $5,615-98.6% | $11,250-99.3% |