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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 | $75,510 | $104,520-27.8% | $76,823-1.7% | $152,885-50.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 22.47% | 1014.03%-991.6pp | 1166.42%-1144.0pp | 345.39%-322.9pp |
| Employer contribution / active EE | $513 | $3,117-83.6% | $2,302-77.7% | $4,763-89.2% |
| Participant deferral / active EE | $12,810 | $4,236+202.4% | $3,336+284.0% | $5,851+118.9% |
| Admin fee / account holder | $0 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |