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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 | $114,909 | $99,009+16.1% | $86,581+32.7% | $147,585-22.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1312.70%-1296.5pp | 965.06%-948.9pp | 578.58%-562.4pp |
| Employer contribution / active EE | $3,600 | $3,132+14.9% | $2,840+26.8% | $4,876-26.2% |
| Participant deferral / active EE | $3,600 | $3,972-9.4% | $3,609-0.2% | $5,439-33.8% |
| Admin fee / account holder | $15 | $5,709-99.7% | $4,904-99.7% | $10,886-99.9% |