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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 | $108,409 | $171,865-36.9% | $149,718-27.6% | $147,585-26.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.91% | 2113.29%-2094.4pp | 1501.67%-1482.8pp | 578.56%-559.6pp |
| Employer contribution / active EE | $7,199 | $6,275+14.7% | $5,445+32.2% | $4,876+47.6% |
| Participant deferral / active EE | $11,870 | $7,270+63.3% | $6,569+80.7% | $5,439+118.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |