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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 | $86,565 | $72,465+19.5% | $67,575+28.1% | $145,884-40.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.83% | 7222.56%-7209.7pp | 3528.98%-3516.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,541 | $3,074+15.2% | $2,736+29.4% | $4,662-24.1% |
| Participant deferral / active EE | $7,309 | $4,786+52.7% | $4,003+82.6% | $6,690+9.3% |
| Admin fee / account holder | $235 | $5,515-95.7% | $3,993-94.1% | $13,392-98.2% |