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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 | $88,778-3.9% | $81,844+4.2% | $145,884-41.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.07% | 1033.03%-1015.0pp | 778.87%-760.8pp | 551.85%-533.8pp |
| Employer contribution / active EE | $3,421 | $3,087+10.8% | $2,916+17.3% | $4,662-26.6% |
| Participant deferral / active EE | $8,514 | $4,648+83.2% | $4,323+96.9% | $6,690+27.3% |
| Admin fee / account holder | $171 | $8,430-98.0% | $7,355-97.7% | $13,392-98.7% |