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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 | $61,564 | $81,749-24.7% | $58,544+5.2% | $139,456-55.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.21% | 7425.45%-7406.2pp | 4249.56%-4230.4pp | 373.45%-354.2pp |
| Employer contribution / active EE | $2,648 | $1,398+89.4% | $1,053+151.4% | $4,753-44.3% |
| Participant deferral / active EE | $5,901 | $2,555+131.0% | $1,923+206.9% | $6,711-12.1% |
| Admin fee / account holder | $16 | $3,272-99.5% | $2,520-99.4% | $11,407-99.9% |