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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 | $198,884 | $72,403+174.7% | $67,524+194.5% | $145,978+36.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.72% | 7197.23%-7185.5pp | 3519.41%-3507.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,744 | $3,072-10.7% | $2,734+0.4% | $4,662-41.1% |
| Participant deferral / active EE | $3,910 | $4,782-18.2% | $4,001-2.3% | $6,690-41.6% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |