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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 | $49,259 | $100,895-51.2% | $90,430-45.5% | $158,950-69.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 264.37% | 1725.54%-1461.2pp | 1293.73%-1029.4pp | 302.91%-38.5pp |
| Employer contribution / active EE | $4,439 | $3,689+20.3% | $3,262+36.1% | $4,762-6.8% |
| Participant deferral / active EE | $5,741 | $4,347+32.1% | $3,963+44.9% | $5,983-4.0% |
| Admin fee / account holder | $54 | $6,505-99.2% | $5,613-99.0% | $11,248-99.5% |