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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 | $38,656 | $99,031-61.0% | $86,597-55.4% | $147,585-73.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.07% | 1312.56%-1287.5pp | 964.96%-939.9pp | 578.57%-553.5pp |
| Employer contribution / active EE | $1,314 | $3,132-58.0% | $2,840-53.7% | $4,876-73.1% |
| Participant deferral / active EE | $8,112 | $3,972+104.2% | $3,609+124.8% | $5,439+49.1% |
| Admin fee / account holder | $8 | $5,711-99.9% | $4,906-99.8% | $10,885-99.9% |