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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 | $81,403 | $109,905-25.9% | $98,506-17.4% | $167,553-51.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.93% | 1960.20%-1940.3pp | 1494.92%-1475.0pp | 478.89%-459.0pp |
| Employer contribution / active EE | $3,411 | $3,226+5.7% | $2,961+15.2% | $4,840-29.5% |
| Participant deferral / active EE | $2,802 | $4,674-40.0% | $4,277-34.5% | $6,343-55.8% |
| Admin fee / account holder | $113 | $6,760-98.3% | $5,955-98.1% | $12,316-99.1% |