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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 | $64,995 | $100,895-35.6% | $90,430-28.1% | $158,950-59.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.95% | 1725.54%-1711.6pp | 1293.73%-1279.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $3,060 | $3,689-17.0% | $3,262-6.2% | $4,762-35.7% |
| Participant deferral / active EE | $5,075 | $4,347+16.8% | $3,963+28.1% | $5,983-15.2% |
| Admin fee / account holder | $7 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |