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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 | $72,969 | $102,696-28.9% | $86,235-15.4% | $139,487-47.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.70% | 1925.91%-1909.2pp | 1170.03%-1153.3pp | 373.84%-357.1pp |
| Employer contribution / active EE | $9,453 | $3,034+211.6% | $2,381+297.0% | $4,755+98.8% |
| Participant deferral / active EE | $9,000 | $4,679+92.3% | $3,987+125.7% | $6,713+34.1% |
| Admin fee / account holder | $225 | $8,667-97.4% | $6,856-96.7% | $11,407-98.0% |