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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 | $73,911 | $155,840-52.6% | $124,694-40.7% | $167,553-55.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.75% | 17.98%-1.2pp | 5144.82%-5128.1pp | 478.89%-462.1pp |
| Employer contribution / active EE | $12,246 | $4,165+194.0% | $3,325+268.3% | $4,840+153.0% |
| Participant deferral / active EE | $7,923 | $5,675+39.6% | $4,615+71.7% | $6,343+24.9% |
| Admin fee / account holder | $4 | $9,536-100.0% | $7,495-99.9% | $12,316-100.0% |