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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 | $128,345 | $144,124-10.9% | $117,857+8.9% | $147,585-13.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.67% | 531.17%-506.5pp | 335.09%-310.4pp | 578.57%-553.9pp |
| Employer contribution / active EE | $8,010 | $4,897+63.6% | $3,786+111.6% | $4,876+64.3% |
| Participant deferral / active EE | $4,532 | $5,316-14.8% | $4,482+1.1% | $5,439-16.7% |
| Admin fee / account holder | $261 | $10,886-97.6% | $8,020-96.7% | $10,885-97.6% |