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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 | $63,859 | $100,895-36.7% | $90,430-29.4% | $158,950-59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.74% | 1725.54%-1709.8pp | 1293.73%-1278.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $9,417 | $3,689+155.3% | $3,262+188.7% | $4,762+97.8% |
| Participant deferral / active EE | $5,706 | $4,347+31.3% | $3,963+44.0% | $5,983-4.6% |
| Admin fee / account holder | $283 | $6,505-95.6% | $5,613-95.0% | $11,248-97.5% |