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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 | $92,766-30.0% | $82,763-21.6% | $134,545-51.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2434.58% | 946.97%+1487.6pp | 702.45%+1732.1pp | 418.37%+2016.2pp |
| Employer contribution / active EE | $1,028 | $3,273-68.6% | $3,008-65.8% | $4,742-78.3% |
| Participant deferral / active EE | $3,028 | $4,802-36.9% | $4,395-31.1% | $6,401-52.7% |
| Admin fee / account holder | $191 | $5,978-96.8% | $5,325-96.4% | $11,431-98.3% |