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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 | $100,938+12.3% | $90,461+25.3% | $158,982-28.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.80% | 1727.20%-1708.4pp | 1294.76%-1276.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,229 | $3,691-66.7% | $3,264-62.3% | $4,763-74.2% |
| Participant deferral / active EE | $12,600 | $4,350+189.7% | $3,964+217.8% | $5,983+110.6% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |