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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 | $58,028 | $99,009-41.4% | $86,581-33.0% | $147,585-60.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.20% | 1312.70%-1292.5pp | 965.06%-944.9pp | 578.58%-558.4pp |
| Employer contribution / active EE | $3,482 | $3,132+11.2% | $2,840+22.6% | $4,876-28.6% |
| Participant deferral / active EE | $6,606 | $3,972+66.3% | $3,609+83.1% | $5,439+21.5% |
| Admin fee / account holder | $155 | $5,709-97.3% | $4,904-96.8% | $10,886-98.6% |