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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 | $64,572 | $76,519-15.6% | $56,025+15.3% | $145,897-55.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 21.75% | 3017.03%-2995.3pp | 1712.69%-1690.9pp | 552.29%-530.5pp |
| Employer contribution / active EE | $1,422 | $1,383+2.8% | $1,042+36.5% | $4,663-69.5% |
| Participant deferral / active EE | $12,000 | $2,624+357.2% | $1,955+514.0% | $6,689+79.4% |
| Admin fee / account holder | $4 | $3,331-99.9% | $2,828-99.9% | $13,390-100.0% |