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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 | $45,479 | $72,426-37.2% | $67,560-32.7% | $145,897-68.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.04% | 7226.78%-7216.7pp | 3533.50%-3523.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $3,495 | $3,074+13.7% | $2,737+27.7% | $4,663-25.1% |
| Participant deferral / active EE | $11,806 | $4,785+146.7% | $4,004+194.9% | $6,689+76.5% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |