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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 | $105,875 | $99,011+6.9% | $86,582+22.3% | $147,586-28.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.03% | 1312.75%-1294.7pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $6,667 | $3,132+112.8% | $2,839+134.8% | $4,876+36.7% |
| Participant deferral / active EE | $6,322 | $3,972+59.2% | $3,609+75.2% | $5,439+16.2% |
| Admin fee / account holder | $140 | $5,709-97.5% | $4,904-97.1% | $10,886-98.7% |