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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 | $107,680 | $99,031+8.7% | $86,597+24.3% | $147,585-27.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.51% | 1312.56%-1296.1pp | 964.96%-948.5pp | 578.57%-562.1pp |
| Employer contribution / active EE | $2,359 | $3,132-24.7% | $2,840-16.9% | $4,876-51.6% |
| Participant deferral / active EE | $5,335 | $3,972+34.3% | $3,609+47.8% | $5,439-1.9% |
| Admin fee / account holder | $12 | $5,711-99.8% | $4,906-99.8% | $10,885-99.9% |