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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 | $72,961 | $109,863-33.6% | $98,477-25.9% | $167,518-56.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.17% | 1958.09%-1945.9pp | 1493.59%-1481.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $3,047 | $3,225-5.5% | $2,961+2.9% | $4,838-37.0% |
| Participant deferral / active EE | $3,205 | $4,673-31.4% | $4,276-25.1% | $6,342-49.5% |
| Admin fee / account holder | $95 | $6,755-98.6% | $5,951-98.4% | $12,312-99.2% |