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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 | $98,962 | $155,833-36.5% | $124,693-20.6% | $167,536-40.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.64% | 17.98%-3.3pp | 5144.19%-5129.5pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,085 | $4,164-49.9% | $3,324-37.3% | $4,839-56.9% |
| Participant deferral / active EE | $9,628 | $5,675+69.7% | $4,615+108.6% | $6,342+51.8% |
| Admin fee / account holder | $20 | $9,534-99.8% | $7,494-99.7% | $12,315-99.8% |