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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 | $116,057 | $171,867-32.5% | $149,721-22.5% | $147,586-21.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.72% | 2113.36%-2096.6pp | 1501.67%-1484.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,590 | $6,275-58.7% | $5,444-52.4% | $4,876-46.9% |
| Participant deferral / active EE | $4,542 | $7,270-37.5% | $6,568-30.8% | $5,439-16.5% |
| Admin fee / account holder | $183 | $13,799-98.7% | $11,282-98.4% | $10,886-98.3% |