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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 | $87,577 | $100,938-13.2% | $90,461-3.2% | $158,982-44.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.74% | 1727.20%-1710.5pp | 1294.76%-1278.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $5,042 | $3,691+36.6% | $3,264+54.5% | $4,763+5.9% |
| Participant deferral / active EE | $5,200 | $4,350+19.6% | $3,964+31.2% | $5,983-13.1% |
| Admin fee / account holder | $4 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |