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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 | $38,397 | $81,668-53.0% | $58,507-34.4% | $139,487-72.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 27.09% | 7430.07%-7403.0pp | 4252.32%-4225.2pp | 373.84%-346.8pp |
| Employer contribution / active EE | $4,083 | $1,398+192.1% | $1,053+287.6% | $4,755-14.1% |
| Participant deferral / active EE | $10,058 | $2,554+293.9% | $1,922+423.2% | $6,713+49.8% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |