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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 | $143,295 | $176,688-18.9% | $130,660+9.7% | $152,909-6.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.52% | 2693.08%-2673.6pp | 1709.29%-1689.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $2,117 | $5,743-63.1% | $4,092-48.3% | $4,764-55.6% |
| Participant deferral / active EE | $25,132 | $4,362+476.1% | $3,603+597.5% | $5,851+329.5% |
| Admin fee / account holder | $9 | $7,131-99.9% | $5,463-99.8% | $11,601-99.9% |