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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 | $120,978 | $180,749-33.1% | $160,784-24.8% | $137,256-11.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.95% | 2234.46%-2213.5pp | 1803.92%-1783.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,720 | $4,155+13.6% | $3,733+26.4% | $4,156+13.6% |
| Participant deferral / active EE | $15,996 | $6,844+133.7% | $6,293+154.2% | $6,407+149.7% |
| Admin fee / account holder | $198 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |