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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 | $55,533 | $99,011-43.9% | $86,582-35.9% | $147,586-62.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.12% | 1312.75%-1289.6pp | 965.08%-942.0pp | 578.59%-555.5pp |
| Employer contribution / active EE | $1,323 | $3,132-57.8% | $2,839-53.4% | $4,876-72.9% |
| Participant deferral / active EE | $6,549 | $3,972+64.9% | $3,609+81.5% | $5,439+20.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |