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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 | $50,827 | $100,938-49.6% | $90,461-43.8% | $158,982-68.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.66% | 1727.20%-1707.5pp | 1294.76%-1275.1pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,916 | $3,691-48.1% | $3,264-41.3% | $4,763-59.8% |
| Participant deferral / active EE | $2,042 | $4,350-53.1% | $3,964-48.5% | $5,983-65.9% |
| Admin fee / account holder | $22 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |