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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 | $39,358 | $100,938-61.0% | $90,461-56.5% | $158,982-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.26% | 1727.20%-1701.9pp | 1294.76%-1269.5pp | 302.99%-277.7pp |
| Employer contribution / active EE | $5,354 | $3,691+45.0% | $3,264+64.0% | $4,763+12.4% |
| Participant deferral / active EE | $10,336 | $4,350+137.6% | $3,964+160.7% | $5,983+72.7% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |