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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 | $97,804 | $73,421+33.2% | $66,439+47.2% | $155,188-37.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.07% | 1382.37%-1371.3pp | 757.66%-746.6pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,000 | $3,039-67.1% | $2,637-62.1% | $4,248-76.5% |
| Participant deferral / active EE | $1,695 | $4,680-63.8% | $3,876-56.3% | $6,531-74.1% |
| Admin fee / account holder | $225 | $8,856-97.5% | $6,173-96.4% | $14,480-98.4% |