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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 | $56,657 | $109,872-48.4% | $98,483-42.5% | $167,536-66.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.84% | 1959.31%-1945.5pp | 1494.38%-1480.5pp | 478.82%-465.0pp |
| Employer contribution / active EE | $10,877 | $3,225+237.3% | $2,961+267.4% | $4,839+124.8% |
| Participant deferral / active EE | $3,307 | $4,673-29.2% | $4,276-22.7% | $6,342-47.9% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |