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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 | $56,421 | $180,459-68.7% | $154,108-63.4% | $135,380-58.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.98% | 888.21%-887.2pp | 735.21%-734.2pp | 519.81%-518.8pp |
| Employer contribution / active EE | $13,312 | $6,035+120.6% | $5,298+151.3% | $4,779+178.6% |
| Participant deferral / active EE | $5,847 | $5,806+0.7% | $5,081+15.1% | $5,609+4.2% |
| Admin fee / account holder | $81 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |