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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 | $26,896 | $76,519-64.9% | $56,025-52.0% | $145,897-81.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 3017.03%-3002.5pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,640 | $1,383+90.8% | $1,042+153.5% | $4,663-43.4% |
| Participant deferral / active EE | $5,140 | $2,624+95.9% | $1,955+163.0% | $6,689-23.2% |
| Admin fee / account holder | $97 | $3,331-97.1% | $2,828-96.6% | $13,390-99.3% |