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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 | $97,733 | $100,911-3.1% | $90,440+8.1% | $158,966-38.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.23% | 1726.62%-1712.4pp | 1294.38%-1280.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,944 | $3,690-47.3% | $3,263-40.4% | $4,762-59.2% |
| Participant deferral / active EE | $18,392 | $4,348+323.0% | $3,964+364.0% | $5,983+207.4% |
| Admin fee / account holder | $47 | $6,507-99.3% | $5,615-99.2% | $11,250-99.6% |