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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 | $55,008 | $102,635-46.4% | $86,209-36.2% | $139,456-60.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.53% | 1923.53%-1905.0pp | 1169.05%-1150.5pp | 373.45%-354.9pp |
| Employer contribution / active EE | $2,410 | $3,034-20.6% | $2,381+1.2% | $4,753-49.3% |
| Participant deferral / active EE | $5,836 | $4,677+24.8% | $3,986+46.4% | $6,711-13.0% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |