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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 | $46,782 | $76,519-38.9% | $56,025-16.5% | $145,897-67.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.63% | 3017.03%-3009.4pp | 1712.69%-1705.1pp | 552.29%-544.7pp |
| Employer contribution / active EE | $3,259 | $1,383+135.6% | $1,042+212.9% | $4,663-30.1% |
| Participant deferral / active EE | $8,307 | $2,624+216.5% | $1,955+325.0% | $6,689+24.2% |
| Admin fee / account holder | $244 | $3,331-92.7% | $2,828-91.4% | $13,390-98.2% |