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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 | $57,362 | $176,688-67.5% | $130,660-56.1% | $152,909-62.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.02% | 2693.08%-2671.1pp | 1709.29%-1687.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,157 | $5,743-62.5% | $4,092-47.3% | $4,764-54.7% |
| Participant deferral / active EE | $10,130 | $4,362+132.2% | $3,603+181.1% | $5,851+73.1% |
| Admin fee / account holder | $16 | $7,131-99.8% | $5,463-99.7% | $11,601-99.9% |