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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 | $33,425 | $150,447-77.8% | $136,298-75.5% | $147,586-77.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.44% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.2pp |
| Employer contribution / active EE | $2,400 | $5,256-54.3% | $4,696-48.9% | $4,876-50.8% |
| Participant deferral / active EE | $4,040 | $6,631-39.1% | $6,247-35.3% | $5,439-25.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |