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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 | $66,817 | $100,911-33.8% | $90,440-26.1% | $158,966-58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.19% | 1726.62%-1699.4pp | 1294.38%-1267.2pp | 302.95%-275.8pp |
| Employer contribution / active EE | $8,048 | $3,690+118.1% | $3,263+146.6% | $4,762+69.0% |
| Participant deferral / active EE | $12,364 | $4,348+184.3% | $3,964+211.9% | $5,983+106.6% |
| Admin fee / account holder | $16 | $6,507-99.8% | $5,615-99.7% | $11,250-99.9% |