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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 | $52,177 | $176,688-70.5% | $130,660-60.1% | $152,909-65.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 29.98% | 2693.08%-2663.1pp | 1709.29%-1679.3pp | 345.46%-315.5pp |
| Employer contribution / active EE | $1,989 | $5,743-65.4% | $4,092-51.4% | $4,764-58.3% |
| Participant deferral / active EE | $9,537 | $4,362+118.6% | $3,603+164.7% | $5,851+63.0% |
| Admin fee / account holder | $17 | $7,131-99.8% | $5,463-99.7% | $11,601-99.9% |