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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 | $51,702 | $150,447-65.6% | $136,298-62.1% | $147,586-65.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.28% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,924 | $5,256-63.4% | $4,696-59.0% | $4,876-60.5% |
| Participant deferral / active EE | $3,860 | $6,631-41.8% | $6,247-38.2% | $5,439-29.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |