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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 | $68,908 | $104,520-34.1% | $76,823-10.3% | $152,885-54.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 23.22% | 1014.03%-990.8pp | 1166.42%-1143.2pp | 345.39%-322.2pp |
| Employer contribution / active EE | $2,169 | $3,117-30.4% | $2,302-5.8% | $4,763-54.5% |
| Participant deferral / active EE | $13,559 | $4,236+220.1% | $3,336+306.5% | $5,851+131.7% |
| Admin fee / account holder | $223 | $12,283-98.2% | $6,422-96.5% | $11,598-98.1% |