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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 | $111,831 | $96,388+16.0% | $80,627+38.7% | $139,466-19.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.23% | 1352.08%-1332.8pp | 936.76%-917.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $4,617 | $3,260+41.6% | $2,723+69.6% | $4,754-2.9% |
| Participant deferral / active EE | $9,342 | $5,224+78.8% | $4,443+110.3% | $6,712+39.2% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |