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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 | $64,915 | $92,684-30.0% | $82,706-21.5% | $134,509-51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2434.58% | 945.84%+1488.7pp | 701.76%+1732.8pp | 418.13%+2016.4pp |
| Employer contribution / active EE | $1,028 | $3,272-68.6% | $3,007-65.8% | $4,741-78.3% |
| Participant deferral / active EE | $3,028 | $4,800-36.9% | $4,394-31.1% | $6,400-52.7% |
| Admin fee / account holder | $191 | $5,982-96.8% | $5,329-96.4% | $11,427-98.3% |