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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 | $113,379 | $100,868+12.4% | $90,414+25.4% | $158,931-28.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.80% | 1724.58%-1705.8pp | 1293.19%-1274.4pp | 302.86%-284.1pp |
| Employer contribution / active EE | $1,229 | $3,689-66.7% | $3,262-62.3% | $4,761-74.2% |
| Participant deferral / active EE | $12,600 | $4,348+189.8% | $3,963+217.9% | $5,982+110.6% |
| Admin fee / account holder | $20 | $6,502-99.7% | $5,611-99.6% | $11,247-99.8% |