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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 | $103,544 | $100,911+2.6% | $90,440+14.5% | $158,966-34.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 48.46% | 1726.62%-1678.2pp | 1294.38%-1245.9pp | 302.95%-254.5pp |
| Employer contribution / active EE | $7,529 | $3,690+104.0% | $3,263+130.7% | $4,762+58.1% |
| Participant deferral / active EE | $12,112 | $4,348+178.5% | $3,964+205.6% | $5,983+102.4% |
| Admin fee / account holder | $15 | $6,507-99.8% | $5,615-99.7% | $11,250-99.9% |