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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 | $86,118 | $56,197+53.2% | $67,652+27.3% | $59,633+44.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.62% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $4,640 | $1,615+187.4% | $2,266+104.8% | $2,203+110.7% |
| Participant deferral / active EE | $3,866 | $2,844+36.0% | $3,560+8.6% | $3,192+21.1% |
| Admin fee / account holder | $42 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |