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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 | $52,059 | $107,363-51.5% | $92,909-44.0% | $152,897-66.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1403.70% | 145.63%+1258.1pp | 109.44%+1294.3pp | 345.43%+1058.3pp |
| Employer contribution / active EE | $2,644 | $4,222-37.4% | $3,653-27.6% | $4,764-44.5% |
| Participant deferral / active EE | $11,211 | $4,848+131.3% | $4,238+164.5% | $5,851+91.6% |
| Admin fee / account holder | $230 | $7,082-96.7% | $5,795-96.0% | $11,599-98.0% |