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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 | $109,982 | $173,397-36.6% | $135,987-19.1% | $145,978-24.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 9.44% | 1165.22%-1155.8pp | 579.77%-570.3pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,557 | $5,281-51.6% | $4,214-39.3% | $4,662-45.1% |
| Participant deferral / active EE | $5,820 | $8,710-33.2% | $7,027-17.2% | $6,690-13.0% |
| Admin fee / account holder | $20 | $9,663-99.8% | $6,716-99.7% | $13,400-99.9% |