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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 | $88,043 | $99,009-11.1% | $86,581+1.7% | $147,585-40.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.02% | 1312.70%-1300.7pp | 965.06%-953.0pp | 578.58%-566.6pp |
| Employer contribution / active EE | $9,072 | $3,132+189.6% | $2,840+219.5% | $4,876+86.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $281 | $5,709-95.1% | $4,904-94.3% | $10,886-97.4% |