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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 | $41,805 | $176,688-76.3% | $130,660-68.0% | $152,909-72.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.68% | 2693.08%-2673.4pp | 1709.29%-1689.6pp | 345.46%-325.8pp |
| Employer contribution / active EE | $3,353 | $5,743-41.6% | $4,092-18.1% | $4,764-29.6% |
| Participant deferral / active EE | $143 | $4,362-96.7% | $3,603-96.0% | $5,851-97.6% |
| Admin fee / account holder | $115 | $7,131-98.4% | $5,463-97.9% | $11,601-99.0% |