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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 | $139,652 | $99,009+41.0% | $86,581+61.3% | $147,585-5.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.05% | 1312.70%-1296.6pp | 965.06%-949.0pp | 578.58%-562.5pp |
| Employer contribution / active EE | $2,636 | $3,132-15.8% | $2,840-7.2% | $4,876-45.9% |
| Participant deferral / active EE | $3,385 | $3,972-14.8% | $3,609-6.2% | $5,439-37.8% |
| Admin fee / account holder | -$47 | $5,709-100.8% | $4,904-101.0% | $10,886-100.4% |