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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 | $33,079 | $100,895-67.2% | $90,430-63.4% | $158,950-79.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.60% | 1725.54%-1690.9pp | 1293.73%-1259.1pp | 302.91%-268.3pp |
| Employer contribution / active EE | $7,628 | $3,689+106.8% | $3,262+133.8% | $4,762+60.2% |
| Participant deferral / active EE | $8,385 | $4,347+92.9% | $3,963+111.6% | $5,983+40.2% |
| Admin fee / account holder | $100 | $6,505-98.5% | $5,613-98.2% | $11,248-99.1% |