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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 | $85,890 | $57,305+49.9% | $86,640-0.9% | $75,173+14.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 22.73% | 2674.24%-2651.5pp | 592.52%-569.8pp | 160.72%-138.0pp |
| Employer contribution / active EE | $12,353 | $2,316+433.3% | $3,024+308.5% | $2,671+362.5% |
| Participant deferral / active EE | $15,221 | $3,320+358.5% | $4,438+242.9% | $4,126+268.9% |
| Admin fee / account holder | $269 | $4,116-93.5% | $5,616-95.2% | $5,651-95.2% |