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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 | $73,194 | $97,759-25.1% | $83,849-12.7% | $135,377-45.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.83% | 1287.41%-1285.6pp | 850.91%-849.1pp | 519.75%-517.9pp |
| Employer contribution / active EE | $21,824 | $4,222+416.9% | $3,631+501.1% | $4,779+356.7% |
| Participant deferral / active EE | $14,951 | $4,682+219.3% | $4,082+266.3% | $5,609+166.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |