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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 | $93,585 | $104,953-10.8% | $84,637+10.6% | $152,909-38.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.07% | 373.94%-347.9pp | 258.82%-232.8pp | 345.46%-319.4pp |
| Employer contribution / active EE | $7,637 | $3,304+131.2% | $2,653+187.8% | $4,764+60.3% |
| Participant deferral / active EE | $7,984 | $4,691+70.2% | $3,900+104.7% | $5,851+36.5% |
| Admin fee / account holder | $30 | $6,244-99.5% | $4,914-99.4% | $11,601-99.7% |