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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 | $60,168 | $102,663-41.4% | $86,216-30.2% | $139,466-56.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.80% | 1924.52%-1913.7pp | 1169.42%-1158.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $15,176 | $3,035+400.1% | $2,382+537.2% | $4,754+219.2% |
| Participant deferral / active EE | $9,969 | $4,677+113.1% | $3,986+150.1% | $6,712+48.5% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |