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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 | $73,969 | $102,696-28.0% | $86,235-14.2% | $139,487-47.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.05% | 1925.91%-1905.9pp | 1170.03%-1150.0pp | 373.84%-353.8pp |
| Employer contribution / active EE | $4,820 | $3,034+58.9% | $2,381+102.4% | $4,755+1.4% |
| Participant deferral / active EE | $6,025 | $4,679+28.8% | $3,987+51.1% | $6,713-10.2% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |