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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 | $63,430 | $76,522-17.1% | $56,033+13.2% | $145,884-56.5% |
| Participation rate | 70.6% | 63.2%+7.4pp | 52.5%+18.1pp | 80.3%-9.7pp |
| Annual return | 18.41% | 3014.28%-2995.9pp | 1711.38%-1693.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,923 | $1,382+111.5% | $1,041+180.8% | $4,662-37.3% |
| Participant deferral / active EE | $7,531 | $2,624+187.0% | $1,954+285.4% | $6,690+12.6% |
| Admin fee / account holder | $192 | $3,328-94.2% | $2,827-93.2% | $13,392-98.6% |