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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 | $61,875 | $88,754-30.3% | $81,820-24.4% | $145,877-57.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.63% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $12,227 | $3,085+296.3% | $2,915+319.4% | $4,663+162.2% |
| Participant deferral / active EE | $15,467 | $4,648+232.8% | $4,323+257.8% | $6,691+131.2% |
| Admin fee / account holder | $237 | $8,424-97.2% | $7,391-96.8% | $13,402-98.2% |