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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 | $117,198 | $88,815+32.0% | $81,882+43.1% | $145,897-19.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.01% | 1033.75%-1021.7pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,420 | $3,086-21.6% | $2,916-17.0% | $4,663-48.1% |
| Participant deferral / active EE | $9,322 | $4,647+100.6% | $4,323+115.6% | $6,689+39.4% |
| Admin fee / account holder | $233 | $8,434-97.2% | $7,360-96.8% | $13,390-98.3% |