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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 | $131,550 | $100,938+30.3% | $90,461+45.4% | $158,982-17.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.77% | 1727.20%-1717.4pp | 1294.76%-1285.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $5,253 | $3,691+42.3% | $3,264+61.0% | $4,763+10.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |