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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 | $97,629 | $209,874-53.5% | $189,537-48.5% | $167,536-41.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.40% | 748.61%-734.2pp | 555.34%-540.9pp | 478.82%-464.4pp |
| Employer contribution / active EE | $5,109 | $6,913-26.1% | $6,161-17.1% | $4,839+5.6% |
| Participant deferral / active EE | $8,362 | $8,934-6.4% | $8,220+1.7% | $6,342+31.8% |
| Admin fee / account holder | $42 | $14,299-99.7% | $12,048-99.6% | $12,315-99.7% |