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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 | $58,204 | $76,519-23.9% | $56,025+3.9% | $145,897-60.1% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 13.68% | 3017.03%-3003.4pp | 1712.69%-1699.0pp | 552.29%-538.6pp |
| Employer contribution / active EE | $11,379 | $1,383+722.6% | $1,042+992.5% | $4,663+144.1% |
| Participant deferral / active EE | $5,111 | $2,624+94.8% | $1,955+161.5% | $6,689-23.6% |
| Admin fee / account holder | $12 | $3,331-99.6% | $2,828-99.6% | $13,390-99.9% |