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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 | $66,473 | $88,754-25.1% | $81,820-18.8% | $145,877-54.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 79.53% | 1031.77%-952.2pp | 777.93%-698.4pp | 551.28%-471.8pp |
| Employer contribution / active EE | $2,504 | $3,085-18.8% | $2,915-14.1% | $4,663-46.3% |
| Participant deferral / active EE | $3,130 | $4,648-32.7% | $4,323-27.6% | $6,691-53.2% |
| Admin fee / account holder | $106 | $8,424-98.7% | $7,391-98.6% | $13,402-99.2% |