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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 | $41,695 | $102,663-59.4% | $86,216-51.6% | $139,466-70.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.90% | 1924.52%-1899.6pp | 1169.42%-1144.5pp | 373.66%-348.8pp |
| Employer contribution / active EE | $3,185 | $3,035+5.0% | $2,382+33.8% | $4,754-33.0% |
| Participant deferral / active EE | $7,103 | $4,677+51.9% | $3,986+78.2% | $6,712+5.8% |
| Admin fee / account holder | $47 | $8,663-99.5% | $6,853-99.3% | $11,409-99.6% |