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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 | $78,405 | $99,009-20.8% | $86,581-9.4% | $147,585-46.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.31% | 1312.70%-1298.4pp | 965.06%-950.7pp | 578.58%-564.3pp |
| Employer contribution / active EE | $2,361 | $3,132-24.6% | $2,840-16.8% | $4,876-51.6% |
| Participant deferral / active EE | $2,926 | $3,972-26.3% | $3,609-18.9% | $5,439-46.2% |
| Admin fee / account holder | $13 | $5,709-99.8% | $4,904-99.7% | $10,886-99.9% |