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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 | $66,364 | $176,688-62.4% | $130,660-49.2% | $152,909-56.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.02% | 2693.08%-2671.1pp | 1709.29%-1687.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $5,636 | $5,743-1.9% | $4,092+37.7% | $4,764+18.3% |
| Participant deferral / active EE | $8,797 | $4,362+101.7% | $3,603+144.2% | $5,851+50.3% |
| Admin fee / account holder | $109 | $7,131-98.5% | $5,463-98.0% | $11,601-99.1% |