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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 | $36,674 | $76,785-52.2% | $56,441-35.0% | $145,959-74.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.67% | 3000.51%-2979.8pp | 1704.21%-1683.5pp | 561.95%-541.3pp |
| Employer contribution / active EE | $4,774 | $1,381+245.8% | $1,039+359.5% | $4,661+2.4% |
| Participant deferral / active EE | $6,644 | $2,624+153.2% | $1,953+240.2% | $6,689-0.7% |
| Admin fee / account holder | $207 | $3,334-93.8% | $2,829-92.7% | $13,398-98.5% |