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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 | $106,067 | $99,011+7.1% | $86,582+22.5% | $147,586-28.1% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 16.50% | 1312.75%-1296.2pp | 965.08%-948.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $4,584 | $3,132+46.3% | $2,839+61.4% | $4,876-6.0% |
| Participant deferral / active EE | $8,860 | $3,972+123.0% | $3,609+145.5% | $5,439+62.9% |
| Admin fee / account holder | $8 | $5,709-99.9% | $4,904-99.8% | $10,886-99.9% |