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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 | $122,223 | $234,190-47.8% | $180,320-32.2% | $198,609-38.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 18.47% | 1057.44%-1039.0pp | 778.54%-760.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,274 | $5,258-56.7% | $4,108-44.6% | $5,055-55.0% |
| Participant deferral / active EE | $9,995 | $4,988+100.4% | $4,304+132.2% | $6,977+43.3% |
| Admin fee / account holder | $26 | $12,558-99.8% | $10,000-99.7% | $19,030-99.9% |