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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 | $69,643 | $176,688-60.6% | $130,660-46.7% | $152,897-54.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 30.61% | 2693.08%-2662.5pp | 1709.29%-1678.7pp | 345.43%-314.8pp |
| Employer contribution / active EE | $3,640 | $5,743-36.6% | $4,092-11.1% | $4,764-23.6% |
| Participant deferral / active EE | $18,500 | $4,362+324.1% | $3,603+413.4% | $5,851+216.2% |
| Admin fee / account holder | $19 | $7,131-99.7% | $5,463-99.7% | $11,599-99.8% |