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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 | $128,022 | $100,938+26.8% | $90,461+41.5% | $158,982-19.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 12.87% | 1727.20%-1714.3pp | 1294.76%-1281.9pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,158 | $3,691-68.6% | $3,264-64.5% | $4,763-75.7% |
| Participant deferral / active EE | $10,925 | $4,350+151.2% | $3,964+175.6% | $5,983+82.6% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |