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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 | $85,314 | $88,710-3.8% | $81,783+4.3% | $145,959-41.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.07% | 1027.26%-1009.2pp | 775.05%-757.0pp | 561.95%-543.9pp |
| Employer contribution / active EE | $3,421 | $3,083+10.9% | $2,913+17.4% | $4,661-26.6% |
| Participant deferral / active EE | $8,514 | $4,645+83.3% | $4,320+97.1% | $6,689+27.3% |
| Admin fee / account holder | $171 | $8,407-98.0% | $7,380-97.7% | $13,398-98.7% |