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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 | $39,186 | $99,031-60.4% | $86,597-54.7% | $147,585-73.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.99% | 1312.56%-1296.6pp | 964.96%-949.0pp | 578.57%-562.6pp |
| Employer contribution / active EE | $4,915 | $3,132+56.9% | $2,840+73.1% | $4,876+0.8% |
| Participant deferral / active EE | $10,485 | $3,972+163.9% | $3,609+190.5% | $5,439+92.8% |
| Admin fee / account holder | $91 | $5,711-98.4% | $4,906-98.1% | $10,885-99.2% |