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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 | $98,302 | $100,938-2.6% | $90,461+8.7% | $158,982-38.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.35% | 1727.20%-1714.9pp | 1294.76%-1282.4pp | 302.99%-290.6pp |
| Employer contribution / active EE | $3,357 | $3,691-9.1% | $3,264+2.9% | $4,763-29.5% |
| Participant deferral / active EE | $8,305 | $4,350+90.9% | $3,964+109.5% | $5,983+38.8% |
| Admin fee / account holder | $6 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |