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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 | $8,796 | $96,361-90.9% | $80,607-89.1% | $139,456-93.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 74.81% | 1350.95%-1276.1pp | 936.11%-861.3pp | 373.45%-298.6pp |
| Employer contribution / active EE | $2,737 | $3,262-16.1% | $2,724+0.5% | $4,753-42.4% |
| Participant deferral / active EE | $3,718 | $5,232-28.9% | $4,448-16.4% | $6,711-44.6% |
| Admin fee / account holder | $295 | $6,601-95.5% | $5,379-94.5% | $11,407-97.4% |