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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 | $99,031-16.8% | $86,597-4.8% | $147,585-44.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1312.56%-1295.7pp | 964.96%-948.1pp | 578.57%-561.7pp |
| Employer contribution / active EE | $3,210 | $3,132+2.5% | $2,840+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 | $5,711-99.9% | $4,906-99.8% | $10,885-99.9% |