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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 | $136,345 | $104,544+30.4% | $76,657+77.9% | $152,897-10.8% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.5%+3.3pp |
| Annual return | 21.12% | 1014.36%-993.2pp | 1166.74%-1145.6pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,593 | $3,118-48.9% | $2,303-30.8% | $4,764-66.6% |
| Participant deferral / active EE | $3,495 | $4,236-17.5% | $3,335+4.8% | $5,851-40.3% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |