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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 | $138,379 | $56,197+146.2% | $67,652+104.5% | $59,633+132.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.80% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $9,461 | $1,615+485.9% | $2,266+317.6% | $2,203+329.5% |
| Participant deferral / active EE | $6,250 | $2,844+119.8% | $3,560+75.6% | $3,192+95.8% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |