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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 | $56,299 | $150,446-62.6% | $136,297-58.7% | $147,585-61.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.52% | 1049.14%-1027.6pp | 5156.19%-5134.7pp | 578.58%-557.1pp |
| Employer contribution / active EE | $3,407 | $5,256-35.2% | $4,696-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $8,582 | $6,631+29.4% | $6,247+37.4% | $5,439+57.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |