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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 | $74,659 | $171,867-56.6% | $149,721-50.1% | $147,586-49.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.89% | 2113.36%-2090.5pp | 1501.67%-1478.8pp | 578.59%-555.7pp |
| Employer contribution / active EE | $7,047 | $6,275+12.3% | $5,444+29.4% | $4,876+44.5% |
| Participant deferral / active EE | $4,428 | $7,270-39.1% | $6,568-32.6% | $5,439-18.6% |
| Admin fee / account holder | $100 | $13,799-99.3% | $11,282-99.1% | $10,886-99.1% |