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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 | $178,704 | $100,895+77.1% | $90,430+97.6% | $158,950+12.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.43% | 1725.54%-1709.1pp | 1293.73%-1277.3pp | 302.91%-286.5pp |
| Employer contribution / active EE | $2,432 | $3,689-34.1% | $3,262-25.4% | $4,762-48.9% |
| Participant deferral / active EE | $8,900 | $4,347+104.7% | $3,963+124.6% | $5,983+48.8% |
| Admin fee / account holder | $296 | $6,505-95.5% | $5,613-94.7% | $11,248-97.4% |