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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 | $132,531 | $102,663+29.1% | $86,216+53.7% | $139,466-5.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.07% | 1924.52%-1905.5pp | 1169.42%-1150.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,546 | $3,035-49.0% | $2,382-35.1% | $4,754-67.5% |
| Participant deferral / active EE | $12,719 | $4,677+171.9% | $3,986+219.1% | $6,712+89.5% |
| Admin fee / account holder | $44 | $8,663-99.5% | $6,853-99.4% | $11,409-99.6% |