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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 | $133,467 | $180,749-26.2% | $160,784-17.0% | $137,256-2.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.46% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,245 | $4,155-21.9% | $3,733-13.1% | $4,156-21.9% |
| Participant deferral / active EE | $20,667 | $6,844+202.0% | $6,293+228.4% | $6,407+222.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |