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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 | $76,608-52.1% | $56,077-34.6% | $145,877-74.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.67% | 3009.59%-2988.9pp | 1709.28%-1688.6pp | 551.28%-530.6pp |
| Employer contribution / active EE | $4,774 | $1,382+245.5% | $1,040+358.9% | $4,663+2.4% |
| Participant deferral / active EE | $6,644 | $2,624+153.2% | $1,954+240.0% | $6,691-0.7% |
| Admin fee / account holder | $207 | $3,325-93.8% | $2,825-92.7% | $13,402-98.5% |