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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 | $225,916 | $88,815+154.4% | $81,882+175.9% | $145,897+54.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.60% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,382 | $3,086-55.2% | $2,916-52.6% | $4,663-70.4% |
| Participant deferral / active EE | $15,744 | $4,647+238.8% | $4,323+264.2% | $6,689+135.4% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |