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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 | $68,682 | $72,465-5.2% | $67,575+1.6% | $145,884-52.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.01% | 7222.56%-7208.5pp | 3528.98%-3515.0pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,651 | $3,074-46.3% | $2,736-39.7% | $4,662-64.6% |
| Participant deferral / active EE | $23,500 | $4,786+391.1% | $4,003+487.0% | $6,690+251.3% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |