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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 | $88,934 | $99,009-10.2% | $86,581+2.7% | $147,585-39.7% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 8.97% | 1312.70%-1303.7pp | 965.06%-956.1pp | 578.58%-569.6pp |
| Employer contribution / active EE | $4,507 | $3,132+43.9% | $2,840+58.7% | $4,876-7.6% |
| Participant deferral / active EE | $5,735 | $3,972+44.4% | $3,609+58.9% | $5,439+5.5% |
| Admin fee / account holder | $10 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |