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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 | $57,569 | $99,009-41.9% | $86,581-33.5% | $147,585-61.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.50% | 1312.70%-1301.2pp | 965.06%-953.6pp | 578.58%-567.1pp |
| Employer contribution / active EE | $5,277 | $3,132+68.5% | $2,840+85.8% | $4,876+8.2% |
| Participant deferral / active EE | $6,485 | $3,972+63.2% | $3,609+79.7% | $5,439+19.2% |
| Admin fee / account holder | $24 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |