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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 | $89,440 | $168,626-47.0% | $133,698-33.1% | $145,897-38.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 24.67% | 1168.99%-1144.3pp | 580.90%-556.2pp | 552.29%-527.6pp |
| Employer contribution / active EE | $2,495 | $5,290-52.8% | $4,218-40.8% | $4,663-46.5% |
| Participant deferral / active EE | $6,109 | $8,688-29.7% | $7,016-12.9% | $6,689-8.7% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |