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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 | $57,736 | $72,465-20.3% | $67,575-14.6% | $145,884-60.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.50% | 7222.56%-7206.1pp | 3528.98%-3512.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,971 | $3,074+29.2% | $2,736+45.2% | $4,662-14.8% |
| Participant deferral / active EE | $8,376 | $4,786+75.0% | $4,003+109.2% | $6,690+25.2% |
| Admin fee / account holder | $228 | $5,515-95.9% | $3,993-94.3% | $13,392-98.3% |