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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 | $72,396+174.7% | $67,511+194.6% | $145,959+36.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.72% | 7194.07%-7182.4pp | 3517.41%-3505.7pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,744 | $3,071-10.6% | $2,733+0.4% | $4,661-41.1% |
| Participant deferral / active EE | $3,910 | $4,781-18.2% | $4,000-2.3% | $6,689-41.5% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |