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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 | $34,496 | $102,635-66.4% | $86,209-60.0% | $139,456-75.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.70% | 1923.53%-1892.8pp | 1169.05%-1138.4pp | 373.45%-342.8pp |
| Employer contribution / active EE | $9,635 | $3,034+217.6% | $2,381+304.6% | $4,753+102.7% |
| Participant deferral / active EE | $6,739 | $4,677+44.1% | $3,986+69.1% | $6,711+0.4% |
| Admin fee / account holder | $205 | $8,661-97.6% | $6,853-97.0% | $11,407-98.2% |