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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 | $109,700 | $171,867-36.2% | $149,721-26.7% | $147,586-25.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 11.11% | 2113.36%-2102.3pp | 1501.67%-1490.6pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,813 | $6,275-55.2% | $5,444-48.3% | $4,876-42.3% |
| Participant deferral / active EE | $6,357 | $7,270-12.6% | $6,568-3.2% | $5,439+16.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |