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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 | $48,511 | $85,766-43.4% | $136,298-64.4% | $70,126-30.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.11% | 31.46%-10.3pp | 5156.27%-5135.2pp | 73.15%-52.0pp |
| Employer contribution / active EE | $6,519 | $2,966+119.8% | $4,696+38.8% | $2,343+178.3% |
| Participant deferral / active EE | $4,424 | $5,051-12.4% | $6,247-29.2% | $3,332+32.8% |
| Admin fee / account holder | $203 | $5,421-96.3% | $9,244-97.8% | $4,645-95.6% |