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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 | $61,040 | $104,953-41.8% | $84,637-27.9% | $152,909-60.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.35% | 373.94%-354.6pp | 258.82%-239.5pp | 345.46%-326.1pp |
| Employer contribution / active EE | $13,521 | $3,304+309.3% | $2,653+409.6% | $4,764+183.8% |
| Participant deferral / active EE | $8,638 | $4,691+84.1% | $3,900+121.5% | $5,851+47.6% |
| Admin fee / account holder | $16 | $6,244-99.7% | $4,914-99.7% | $11,601-99.9% |