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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 | $120,696 | $88,778+36.0% | $81,844+47.5% | $145,884-17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.07% | 1033.03%-1017.0pp | 778.87%-762.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $5,197 | $3,087+68.3% | $2,916+78.2% | $4,662+11.5% |
| Participant deferral / active EE | $4,530 | $4,648-2.5% | $4,323+4.8% | $6,690-32.3% |
| Admin fee / account holder | $70 | $8,430-99.2% | $7,355-99.0% | $13,392-99.5% |