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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 | $49,654 | $88,815-44.1% | $81,882-39.4% | $145,897-66.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.05% | 1033.75%-1011.7pp | 779.47%-757.4pp | 552.29%-530.2pp |
| Employer contribution / active EE | $7,933 | $3,086+157.0% | $2,916+172.0% | $4,663+70.1% |
| Participant deferral / active EE | $10,241 | $4,647+120.4% | $4,323+136.9% | $6,689+53.1% |
| Admin fee / account holder | $223 | $8,434-97.4% | $7,360-97.0% | $13,390-98.3% |