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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 | $66,248 | $88,710-25.3% | $81,783-19.0% | $145,959-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.64% | 1027.26%-1001.6pp | 775.05%-749.4pp | 561.95%-536.3pp |
| Employer contribution / active EE | $5,177 | $3,083+67.9% | $2,913+77.7% | $4,661+11.1% |
| Participant deferral / active EE | $4,935 | $4,645+6.2% | $4,320+14.2% | $6,689-26.2% |
| Admin fee / account holder | $15 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |