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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 | $100,801 | $88,754+13.6% | $81,820+23.2% | $145,877-30.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.99% | 1031.77%-1017.8pp | 777.93%-763.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,175 | $3,085+67.7% | $2,915+77.5% | $4,663+11.0% |
| Participant deferral / active EE | $8,800 | $4,648+89.3% | $4,323+103.6% | $6,691+31.5% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |