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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 | $164,981 | $100,938+63.4% | $90,461+82.4% | $158,982+3.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.77% | 1727.20%-1719.4pp | 1294.76%-1287.0pp | 302.99%-295.2pp |
| Employer contribution / active EE | $5,274 | $3,691+42.9% | $3,264+61.6% | $4,763+10.7% |
| Participant deferral / active EE | $13,000 | $4,350+198.9% | $3,964+227.9% | $5,983+117.3% |
| Admin fee / account holder | $8 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |