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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 | $145,298 | $109,872+32.2% | $98,483+47.5% | $167,536-13.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.45% | 1959.31%-1947.9pp | 1494.38%-1482.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $6,114 | $3,225+89.6% | $2,961+106.5% | $4,839+26.3% |
| Participant deferral / active EE | $27,702 | $4,673+492.8% | $4,276+547.8% | $6,342+336.8% |
| Admin fee / account holder | $20 | $6,757-99.7% | $5,953-99.7% | $12,315-99.8% |