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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 | $83,253 | $99,011-15.9% | $86,582-3.8% | $147,586-43.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.03% | 1312.75%-1298.7pp | 965.08%-951.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,618 | $3,132-48.3% | $2,839-43.0% | $4,876-66.8% |
| Participant deferral / active EE | $6,229 | $3,972+56.8% | $3,609+72.6% | $5,439+14.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |