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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 | $31,475 | $150,447-79.1% | $136,298-76.9% | $147,586-78.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.11% | 1049.15%-1029.0pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,271 | $5,256-75.8% | $4,696-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $3,805 | $6,631-42.6% | $6,247-39.1% | $5,439-30.0% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |