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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 | $47,069 | $150,442-68.7% | $136,295-65.5% | $147,585-68.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.18% | 1049.09%-1022.9pp | 5155.97%-5129.8pp | 578.56%-552.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,976 | $6,630+5.2% | $6,247+11.7% | $5,439+28.3% |
| Admin fee / account holder | $216 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |