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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 | $72,248 | $100,938-28.4% | $90,461-20.1% | $158,982-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.95% | 1727.20%-1702.3pp | 1294.76%-1269.8pp | 302.99%-278.0pp |
| Employer contribution / active EE | $1,108 | $3,691-70.0% | $3,264-66.0% | $4,763-76.7% |
| Participant deferral / active EE | $9,054 | $4,350+108.2% | $3,964+128.4% | $5,983+51.3% |
| Admin fee / account holder | $15 | $6,510-99.8% | $5,617-99.7% | $11,252-99.9% |