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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 | $50,908 | $76,522-33.5% | $56,033-9.1% | $145,884-65.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 3014.28%-3004.2pp | 1711.38%-1701.3pp | 551.85%-541.8pp |
| Employer contribution / active EE | $833 | $1,382-39.7% | $1,041-20.0% | $4,662-82.1% |
| Participant deferral / active EE | $2,700 | $2,624+2.9% | $1,954+38.2% | $6,690-59.6% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |