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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 | $117,930 | $109,411+7.8% | $89,435+31.9% | $158,982-25.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.04% | 345.68%-327.6pp | 245.55%-227.5pp | 302.99%-285.0pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,956 | $4,600+94.7% | $3,890+130.2% | $5,983+49.7% |
| Admin fee / account holder | $25 | $6,159-99.6% | $4,884-99.5% | $11,252-99.8% |