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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 | $71,669 | $100,895-29.0% | $90,430-20.7% | $158,950-54.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.28% | 1725.54%-1700.3pp | 1293.73%-1268.4pp | 302.91%-277.6pp |
| Employer contribution / active EE | $11,046 | $3,689+199.5% | $3,262+238.6% | $4,762+132.0% |
| Participant deferral / active EE | $11,728 | $4,347+169.8% | $3,963+196.0% | $5,983+96.0% |
| Admin fee / account holder | $45 | $6,505-99.3% | $5,613-99.2% | $11,248-99.6% |