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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 | $85,882 | $109,872-21.8% | $98,483-12.8% | $167,536-48.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.95% | 1959.31%-1942.4pp | 1494.38%-1477.4pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,105 | $3,225-65.7% | $2,961-62.7% | $4,839-77.2% |
| Participant deferral / active EE | $1,105 | $4,673-76.4% | $4,276-74.2% | $6,342-82.6% |
| Admin fee / account holder | $250 | $6,757-96.3% | $5,953-95.8% | $12,315-98.0% |