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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 | $100,032 | $100,938-0.9% | $90,461+10.6% | $158,982-37.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.79% | 1727.20%-1705.4pp | 1294.76%-1273.0pp | 302.99%-281.2pp |
| Employer contribution / active EE | $3,455 | $3,691-6.4% | $3,264+5.9% | $4,763-27.5% |
| Participant deferral / active EE | $8,589 | $4,350+97.5% | $3,964+116.7% | $5,983+43.5% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |