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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 | $118,567 | $99,009+19.8% | $86,581+36.9% | $147,585-19.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.92% | 1312.70%-1295.8pp | 965.06%-948.1pp | 578.58%-561.7pp |
| Employer contribution / active EE | $4,130 | $3,132+31.9% | $2,840+45.5% | $4,876-15.3% |
| Participant deferral / active EE | $5,874 | $3,972+47.9% | $3,609+62.8% | $5,439+8.0% |
| Admin fee / account holder | $21 | $5,709-99.6% | $4,904-99.6% | $10,886-99.8% |