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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 | $56,976 | $88,702-35.8% | $81,780-30.3% | $145,978-61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.37% | 1029.12%-1016.7pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $5,427 | $3,084+76.0% | $2,914+86.3% | $4,662+16.4% |
| Participant deferral / active EE | $9,429 | $4,645+103.0% | $4,321+118.2% | $6,690+41.0% |
| Admin fee / account holder | $34 | $8,414-99.6% | $7,384-99.5% | $13,400-99.7% |