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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 | $61,084 | $100,938-39.5% | $90,461-32.5% | $158,982-61.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.99% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,310 | $3,691-64.5% | $3,264-59.9% | $4,763-72.5% |
| Participant deferral / active EE | $6,878 | $4,350+58.1% | $3,964+73.5% | $5,983+14.9% |
| Admin fee / account holder | $79 | $6,510-98.8% | $5,617-98.6% | $11,252-99.3% |