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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 | $51,272 | $171,867-70.2% | $149,721-65.8% | $147,586-65.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.29% | 2113.36%-2102.1pp | 1501.67%-1490.4pp | 578.59%-567.3pp |
| Employer contribution / active EE | $2,946 | $6,275-53.1% | $5,444-45.9% | $4,876-39.6% |
| Participant deferral / active EE | $5,590 | $7,270-23.1% | $6,568-14.9% | $5,439+2.8% |
| Admin fee / account holder | $7 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |