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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 | $76,519-52.1% | $56,025-34.5% | $145,897-74.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.67% | 3017.03%-2996.4pp | 1712.69%-1692.0pp | 552.29%-531.6pp |
| Employer contribution / active EE | $4,774 | $1,383+245.1% | $1,042+358.4% | $4,663+2.4% |
| Participant deferral / active EE | $6,644 | $2,624+153.2% | $1,955+239.9% | $6,689-0.7% |
| Admin fee / account holder | $207 | $3,331-93.8% | $2,828-92.7% | $13,390-98.5% |