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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 | $81,086 | $88,778-8.7% | $81,844-0.9% | $145,884-44.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 264.78% | 1033.03%-768.2pp | 778.87%-514.1pp | 551.85%-287.1pp |
| Employer contribution / active EE | $2,652 | $3,087-14.1% | $2,916-9.1% | $4,662-43.1% |
| Participant deferral / active EE | $3,212 | $4,648-30.9% | $4,323-25.7% | $6,690-52.0% |
| Admin fee / account holder | $75 | $8,430-99.1% | $7,355-99.0% | $13,392-99.4% |