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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 | $97,199 | $73,421+32.4% | $66,439+46.3% | $155,188-37.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.88% | 1382.37%-1366.5pp | 757.66%-741.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,167 | $3,039+4.2% | $2,637+20.1% | $4,248-25.4% |
| Participant deferral / active EE | $8,724 | $4,680+86.4% | $3,876+125.1% | $6,531+33.6% |
| Admin fee / account holder | $117 | $8,856-98.7% | $6,173-98.1% | $14,480-99.2% |