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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 | $104,403 | $99,011+5.4% | $86,582+20.6% | $147,586-29.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.99% | 1312.75%-1300.8pp | 965.08%-953.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $6,614 | $3,132+111.1% | $2,839+132.9% | $4,876+35.6% |
| Participant deferral / active EE | $14,788 | $3,972+272.3% | $3,609+309.8% | $5,439+171.9% |
| Admin fee / account holder | $17 | $5,709-99.7% | $4,904-99.7% | $10,886-99.8% |