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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 | $211,875 | $160,059+32.4% | $140,019+51.3% | $135,382+56.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.05% | 911.44%-909.4pp | 651.15%-649.1pp | 519.77%-517.7pp |
| Employer contribution / active EE | $10,565 | $6,420+64.6% | $5,605+88.5% | $4,779+121.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $107 | $13,328-99.2% | $10,705-99.0% | $10,829-99.0% |