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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 | $198,090 | $88,815+123.0% | $81,882+141.9% | $145,897+35.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.03% | 1033.75%-1020.7pp | 779.47%-766.4pp | 552.29%-539.3pp |
| Employer contribution / active EE | $6,941 | $3,086+124.9% | $2,916+138.0% | $4,663+48.9% |
| Participant deferral / active EE | $10,043 | $4,647+116.1% | $4,323+132.3% | $6,689+50.1% |
| Admin fee / account holder | $39 | $8,434-99.5% | $7,360-99.5% | $13,390-99.7% |