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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 | $120,694 | $100,938+19.6% | $90,461+33.4% | $158,982-24.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 56.06% | 1727.20%-1671.1pp | 1294.76%-1238.7pp | 302.99%-246.9pp |
| Employer contribution / active EE | $4,916 | $3,691+33.2% | $3,264+50.6% | $4,763+3.2% |
| Participant deferral / active EE | $9,738 | $4,350+123.9% | $3,964+145.6% | $5,983+62.7% |
| Admin fee / account holder | $77 | $6,510-98.8% | $5,617-98.6% | $11,252-99.3% |