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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 | $47,181 | $124,175-62.0% | $108,405-56.5% | $167,553-71.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.98% | 1380.13%-1365.1pp | 905.55%-890.6pp | 478.89%-463.9pp |
| Employer contribution / active EE | $5,076 | $4,188+21.2% | $3,559+42.6% | $4,840+4.9% |
| Participant deferral / active EE | $8,905 | $6,908+28.9% | $6,563+35.7% | $6,343+40.4% |
| Admin fee / account holder | $223 | $9,457-97.6% | $7,297-96.9% | $12,316-98.2% |