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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 | $34,578 | $72,446-52.3% | $67,561-48.8% | $145,877-76.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.03% | 7211.98%-7196.0pp | 3525.44%-3509.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,072 | $3,072-65.1% | $2,735-60.8% | $4,663-77.0% |
| Participant deferral / active EE | $9,775 | $4,785+104.3% | $4,003+144.2% | $6,691+46.1% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |