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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 | $49,384 | $124,175-60.2% | $108,405-54.4% | $167,536-70.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.70% | 1380.13%-1358.4pp | 905.55%-883.8pp | 478.82%-457.1pp |
| Employer contribution / active EE | $25,379 | $4,188+506.0% | $3,559+613.1% | $4,839+424.5% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $272 | $9,457-97.1% | $7,297-96.3% | $12,315-97.8% |