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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 | $89,239 | $88,754+0.5% | $81,820+9.1% | $145,877-38.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.40% | 1031.77%-1017.4pp | 777.93%-763.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $4,952 | $3,085+60.5% | $2,915+69.9% | $4,663+6.2% |
| Participant deferral / active EE | $6,568 | $4,648+41.3% | $4,323+51.9% | $6,691-1.8% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |