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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 | $129,671 | $100,895+28.5% | $90,430+43.4% | $158,950-18.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.42% | 1725.54%-1698.1pp | 1293.73%-1266.3pp | 302.91%-275.5pp |
| Employer contribution / active EE | $1,859 | $3,689-49.6% | $3,262-43.0% | $4,762-61.0% |
| Participant deferral / active EE | $2,340 | $4,347-46.2% | $3,963-41.0% | $5,983-60.9% |
| Admin fee / account holder | $19 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |