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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 | $56,976 | $88,815-35.8% | $81,882-30.4% | $145,897-60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.37% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $5,427 | $3,086+75.8% | $2,916+86.1% | $4,663+16.4% |
| Participant deferral / active EE | $9,429 | $4,647+102.9% | $4,323+118.1% | $6,689+41.0% |
| Admin fee / account holder | $34 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |