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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 | $146,698 | $155,840-5.9% | $124,694+17.6% | $167,553-12.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.49% | 17.98%-5.5pp | 5144.82%-5132.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,677 | $4,165-59.7% | $3,325-49.6% | $4,840-65.4% |
| Participant deferral / active EE | $2,102 | $5,675-63.0% | $4,615-54.5% | $6,343-66.9% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |