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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 | $124,556 | $149,040-16.4% | $120,225+3.6% | $137,256-9.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.40% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $978 | $4,350-77.5% | $3,475-71.9% | $4,156-76.5% |
| Participant deferral / active EE | $13,403 | $4,655+187.9% | $3,999+235.2% | $6,407+109.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |