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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 | $49,015 | $150,447-67.4% | $136,298-64.0% | $147,586-66.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.06% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,328 | $5,256-55.7% | $4,696-50.4% | $4,876-52.3% |
| Participant deferral / active EE | $2,860 | $6,631-56.9% | $6,247-54.2% | $5,439-47.4% |
| Admin fee / account holder | $33 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |