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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 | $63,898 | $171,867-62.8% | $149,721-57.3% | $147,586-56.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 13.37% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $3,871 | $6,275-38.3% | $5,444-28.9% | $4,876-20.6% |
| Participant deferral / active EE | $5,111 | $7,270-29.7% | $6,568-22.2% | $5,439-6.0% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,282-99.6% | $10,886-99.5% |