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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 | $54,914 | $88,754-38.1% | $81,820-32.9% | $145,877-62.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.59% | 1031.77%-1019.2pp | 777.93%-765.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,911 | $3,085+26.8% | $2,915+34.2% | $4,663-16.1% |
| Participant deferral / active EE | $6,314 | $4,648+35.9% | $4,323+46.1% | $6,691-5.6% |
| Admin fee / account holder | $19 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |