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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 | $52,253 | $150,442-65.3% | $136,295-61.7% | $147,585-64.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.02% | 1049.09%-1026.1pp | 5155.97%-5133.0pp | 578.56%-555.5pp |
| Employer contribution / active EE | $1,549 | $5,256-70.5% | $4,695-67.0% | $4,876-68.2% |
| Participant deferral / active EE | $4,232 | $6,630-36.2% | $6,247-32.3% | $5,439-22.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |