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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 | $15,669 | $97,732-84.0% | $83,831-81.3% | $135,380-88.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 30.55% | 1287.56%-1257.0pp | 850.99%-820.4pp | 519.81%-489.3pp |
| Employer contribution / active EE | $7,951 | $4,222+88.3% | $3,631+119.0% | $4,779+66.4% |
| Participant deferral / active EE | $5,436 | $4,683+16.1% | $4,082+33.2% | $5,609-3.1% |
| Admin fee / account holder | $220 | $6,675-96.7% | $5,479-96.0% | $10,828-98.0% |