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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 | $40,071 | $171,865-76.7% | $149,718-73.2% | $147,585-72.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.95% | 2113.29%-2093.3pp | 1501.67%-1481.7pp | 578.56%-558.6pp |
| Employer contribution / active EE | $1,870 | $6,275-70.2% | $5,445-65.7% | $4,876-61.7% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $275 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |