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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 | $58,920 | $76,519-23.0% | $56,025+5.2% | $145,897-59.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 3017.03%-3000.1pp | 1712.69%-1695.8pp | 552.29%-535.4pp |
| Employer contribution / active EE | $4,010 | $1,383+189.9% | $1,042+285.0% | $4,663-14.0% |
| Participant deferral / active EE | $10,025 | $2,624+282.0% | $1,955+412.9% | $6,689+49.9% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |