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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 | $91,086 | $114,130-20.2% | $96,192-5.3% | $167,553-45.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 656.77% | 190.07%+466.7pp | 192.09%+464.7pp | 478.89%+177.9pp |
| Employer contribution / active EE | $1,420 | $3,431-58.6% | $2,799-49.3% | $4,840-70.7% |
| Participant deferral / active EE | $12,618 | $5,198+142.7% | $4,351+190.0% | $6,343+98.9% |
| Admin fee / account holder | $150 | $6,901-97.8% | $5,539-97.3% | $12,316-98.8% |