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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 | $73,462 | $109,344-32.8% | $89,400-17.8% | $158,950-53.8% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 0.00% | 345.73%-345.7pp | 245.64%-245.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $4,807 | $3,170+51.6% | $2,586+85.9% | $4,762+0.9% |
| Participant deferral / active EE | $10,584 | $4,599+130.1% | $3,890+172.1% | $5,983+76.9% |
| Admin fee / account holder | $201 | $6,154-96.7% | $4,882-95.9% | $11,248-98.2% |