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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 | $80,377 | $88,702-9.4% | $81,780-1.7% | $145,978-44.9% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 50.80% | 1029.12%-978.3pp | 776.27%-725.5pp | 550.52%-499.7pp |
| Employer contribution / active EE | $1,000 | $3,084-67.6% | $2,914-65.7% | $4,662-78.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |