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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 | $87,080 | $88,754-1.9% | $81,820+6.4% | $145,877-40.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.61% | 1031.77%-1009.2pp | 777.93%-755.3pp | 551.28%-528.7pp |
| Employer contribution / active EE | $3,012 | $3,085-2.4% | $2,915+3.3% | $4,663-35.4% |
| Participant deferral / active EE | $5,186 | $4,648+11.6% | $4,323+20.0% | $6,691-22.5% |
| Admin fee / account holder | $283 | $8,424-96.6% | $7,391-96.2% | $13,402-97.9% |