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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 | $127,421 | $171,867-25.9% | $149,716-14.9% | $147,585-13.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.64% | 2113.36%-2095.7pp | 1501.67%-1484.0pp | 578.58%-560.9pp |
| Employer contribution / active EE | $4,616 | $6,275-26.4% | $5,444-15.2% | $4,876-5.3% |
| Participant deferral / active EE | $4,581 | $7,270-37.0% | $6,568-30.3% | $5,439-15.8% |
| Admin fee / account holder | $275 | $13,799-98.0% | $11,282-97.6% | $10,886-97.5% |