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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 | $61,278 | $185,225-66.9% | $142,898-57.1% | $167,536-63.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.07% | 8558.12%-8543.1pp | 5639.64%-5624.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $3,094 | $5,607-44.8% | $4,146-25.4% | $4,839-36.1% |
| Participant deferral / active EE | $9,460 | $4,496+110.4% | $3,838+146.5% | $6,342+49.2% |
| Admin fee / account holder | $44 | $8,032-99.5% | $6,560-99.3% | $12,315-99.6% |