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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 | $82,086 | $109,872-25.3% | $98,483-16.6% | $167,536-51.0% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.7pp |
| Annual return | 25.08% | 1959.31%-1934.2pp | 1494.38%-1469.3pp | 478.82%-453.7pp |
| Employer contribution / active EE | $5,556 | $3,225+72.3% | $2,961+87.6% | $4,839+14.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |