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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 | $100,957 | $96,361+4.8% | $80,607+25.2% | $139,456-27.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.02% | 1350.95%-1331.9pp | 936.11%-917.1pp | 373.45%-354.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,000 | $5,232+129.4% | $4,448+169.8% | $6,711+78.8% |
| Admin fee / account holder | $124 | $6,601-98.1% | $5,379-97.7% | $11,407-98.9% |