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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 | $72,706 | $99,031-26.6% | $86,597-16.0% | $147,585-50.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.95% | 1312.56%-1295.6pp | 964.96%-948.0pp | 578.57%-561.6pp |
| Employer contribution / active EE | $2,380 | $3,132-24.0% | $2,840-16.2% | $4,876-51.2% |
| Participant deferral / active EE | $3,160 | $3,972-20.4% | $3,609-12.4% | $5,439-41.9% |
| Admin fee / account holder | $4 | $5,711-99.9% | $4,906-99.9% | $10,885-100.0% |