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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 | $58,263 | $99,031-41.2% | $86,597-32.7% | $147,585-60.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.18% | 1312.56%-1302.4pp | 964.96%-954.8pp | 578.57%-568.4pp |
| Employer contribution / active EE | $8,450 | $3,132+169.8% | $2,840+197.6% | $4,876+73.3% |
| Participant deferral / active EE | $6,364 | $3,972+60.2% | $3,609+76.3% | $5,439+17.0% |
| Admin fee / account holder | $71 | $5,711-98.8% | $4,906-98.6% | $10,885-99.3% |