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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 | $128,341 | $99,009+29.6% | $86,581+48.2% | $147,585-13.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.22% | 1312.70%-1297.5pp | 965.06%-949.8pp | 578.58%-563.4pp |
| Employer contribution / active EE | $5,607 | $3,132+79.0% | $2,840+97.5% | $4,876+15.0% |
| Participant deferral / active EE | $14,232 | $3,972+258.3% | $3,609+294.4% | $5,439+161.7% |
| Admin fee / account holder | $10 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |