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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 | $69,366 | $156,963-55.8% | $121,204-42.8% | $139,466-50.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.23% | 1476.75%-1457.5pp | 987.18%-967.9pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,130 | $5,544-61.6% | $4,170-48.9% | $4,754-55.2% |
| Participant deferral / active EE | $11,187 | $4,848+130.7% | $4,083+174.0% | $6,712+66.7% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |