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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 | $150,447-65.3% | $136,298-61.7% | $147,586-64.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.02% | 1049.15%-1026.1pp | 5156.27%-5133.2pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,549 | $5,256-70.5% | $4,696-67.0% | $4,876-68.2% |
| Participant deferral / active EE | $4,232 | $6,631-36.2% | $6,247-32.3% | $5,439-22.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |