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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 | $24,191 | $109,905-78.0% | $98,506-75.4% | $167,553-85.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 10.56% | 1960.20%-1949.6pp | 1494.92%-1484.4pp | 478.89%-468.3pp |
| Employer contribution / active EE | $1,120 | $3,226-65.3% | $2,961-62.2% | $4,840-76.9% |
| Participant deferral / active EE | $4,723 | $4,674+1.0% | $4,277+10.4% | $6,343-25.5% |
| Admin fee / account holder | $15 | $6,760-99.8% | $5,955-99.7% | $12,316-99.9% |