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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 | $96,051 | $84,684+13.4% | $73,835+30.1% | $125,388-23.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.63% | 3123.93%-3122.3pp | 2268.13%-2266.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $7,112 | $3,123+127.7% | $2,788+155.1% | $4,866+46.2% |
| Participant deferral / active EE | $12,250 | $3,993+206.8% | $3,583+241.9% | $5,352+128.9% |
| Admin fee / account holder | $11 | $5,691-99.8% | $4,880-99.8% | $9,541-99.9% |