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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 | $61,065 | $100,938-39.5% | $90,461-32.5% | $158,982-61.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.78% | 1727.20%-1705.4pp | 1294.76%-1273.0pp | 302.99%-281.2pp |
| Employer contribution / active EE | $3,304 | $3,691-10.5% | $3,264+1.2% | $4,763-30.6% |
| Participant deferral / active EE | $9,577 | $4,350+120.2% | $3,964+141.6% | $5,983+60.1% |
| Admin fee / account holder | $66 | $6,510-99.0% | $5,617-98.8% | $11,252-99.4% |