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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 | $83,668 | $99,652-16.0% | $78,778+6.2% | $147,586-43.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5453.84% | 47.28%+5406.6pp | 35.62%+5418.2pp | 578.59%+4875.2pp |
| Employer contribution / active EE | $2,806 | $2,796+0.4% | $1,986+41.3% | $4,876-42.5% |
| Participant deferral / active EE | $14,404 | $3,664+293.2% | $2,958+386.9% | $5,439+164.8% |
| Admin fee / account holder | $25 | $7,155-99.7% | $5,134-99.5% | $10,886-99.8% |