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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 | $117,818 | $109,905+7.2% | $98,506+19.6% | $167,553-29.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.57% | 1960.20%-1944.6pp | 1494.92%-1479.3pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,476 | $3,226-54.2% | $2,961-50.2% | $4,840-69.5% |
| Participant deferral / active EE | $4,753 | $4,674+1.7% | $4,277+11.1% | $6,343-25.1% |
| Admin fee / account holder | $60 | $6,760-99.1% | $5,955-99.0% | $12,316-99.5% |