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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 | $63,859 | $100,938-36.7% | $90,461-29.4% | $158,982-59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.74% | 1727.20%-1711.5pp | 1294.76%-1279.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $9,417 | $3,691+155.1% | $3,264+188.5% | $4,763+97.7% |
| Participant deferral / active EE | $5,706 | $4,350+31.2% | $3,964+43.9% | $5,983-4.6% |
| Admin fee / account holder | $283 | $6,510-95.6% | $5,617-95.0% | $11,252-97.5% |