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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 | $162,722 | $234,190-30.5% | $180,320-9.8% | $198,609-18.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 22.36% | 1057.44%-1035.1pp | 778.54%-756.2pp | 202.70%-180.3pp |
| Employer contribution / active EE | $9,924 | $5,258+88.8% | $4,108+141.6% | $5,055+96.3% |
| Participant deferral / active EE | $9,534 | $4,988+91.1% | $4,304+121.5% | $6,977+36.6% |
| Admin fee / account holder | $85 | $12,558-99.3% | $10,000-99.1% | $19,030-99.6% |