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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 | $75,513 | $176,688-57.3% | $130,660-42.2% | $152,909-50.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 14.31% | 2693.08%-2678.8pp | 1709.29%-1695.0pp | 345.46%-331.2pp |
| Employer contribution / active EE | $11,264 | $5,743+96.1% | $4,092+175.3% | $4,764+136.4% |
| Participant deferral / active EE | $8,053 | $4,362+84.6% | $3,603+123.5% | $5,851+37.6% |
| Admin fee / account holder | $122 | $7,131-98.3% | $5,463-97.8% | $11,601-98.9% |