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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 | $151,000 | $88,778+70.1% | $81,844+84.5% | $145,884+3.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.08% | 1033.03%-1017.0pp | 778.87%-762.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $7,716 | $3,087+150.0% | $2,916+164.6% | $4,662+65.5% |
| Participant deferral / active EE | $1,020 | $4,648-78.1% | $4,323-76.4% | $6,690-84.8% |
| Admin fee / account holder | $25 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |