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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 | $19,862 | $84,685-76.5% | $73,836-73.1% | $125,389-84.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 504.97% | 3123.80%-2618.8pp | 2268.06%-1763.1pp | 282.24%+222.7pp |
| Employer contribution / active EE | $4,780 | $3,123+53.1% | $2,787+71.5% | $4,866-1.8% |
| Participant deferral / active EE | $10,119 | $3,993+153.5% | $3,583+182.4% | $5,352+89.1% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |