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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 | $67,171 | $99,017-32.2% | $86,587-22.4% | $147,585-54.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.12% | 1312.37%-1285.3pp | 964.86%-937.7pp | 578.56%-551.4pp |
| Employer contribution / active EE | $2,097 | $3,132-33.1% | $2,839-26.2% | $4,876-57.0% |
| Participant deferral / active EE | $6,160 | $3,972+55.1% | $3,609+70.7% | $5,439+13.3% |
| Admin fee / account holder | $20 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |