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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 | $83,052 | $88,754-6.4% | $81,820+1.5% | $145,877-43.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.79% | 1031.77%-1022.0pp | 777.93%-768.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $5,170 | $3,085+67.6% | $2,915+77.3% | $4,663+10.9% |
| Participant deferral / active EE | $8,532 | $4,648+83.6% | $4,323+97.4% | $6,691+27.5% |
| Admin fee / account holder | $15 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |