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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 | $82,440 | $99,011-16.7% | $86,582-4.8% | $147,586-44.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1312.75%-1295.9pp | 965.08%-948.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $3,210 | $3,132+2.5% | $2,839+13.0% | $4,876-34.2% |
| Participant deferral / active EE | $7,303 | $3,972+83.9% | $3,609+102.4% | $5,439+34.3% |
| Admin fee / account holder | $8 | $5,709-99.9% | $4,904-99.8% | $10,886-99.9% |