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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 | $96,880 | $76,785+26.2% | $56,441+71.6% | $145,959-33.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.49% | 3000.51%-2994.0pp | 1704.21%-1697.7pp | 561.95%-555.5pp |
| Employer contribution / active EE | $2,937 | $1,381+112.7% | $1,039+182.7% | $4,661-37.0% |
| Participant deferral / active EE | $5,405 | $2,624+106.0% | $1,953+176.8% | $6,689-19.2% |
| Admin fee / account holder | $184 | $3,334-94.5% | $2,829-93.5% | $13,398-98.6% |