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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 | $74,811 | $109,905-31.9% | $98,506-24.1% | $167,553-55.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.10% | 1960.20%-1942.1pp | 1494.92%-1476.8pp | 478.89%-460.8pp |
| Employer contribution / active EE | $8,422 | $3,226+161.1% | $2,961+184.4% | $4,840+74.0% |
| Participant deferral / active EE | $6,954 | $4,674+48.8% | $4,277+62.6% | $6,343+9.6% |
| Admin fee / account holder | $27 | $6,760-99.6% | $5,955-99.5% | $12,316-99.8% |