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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 | $45,283 | $104,106-56.5% | $71,086-36.3% | $135,379-66.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 7.79% | 1256.30%-1248.5pp | 650.59%-642.8pp | 519.79%-512.0pp |
| Employer contribution / active EE | $6,465 | $1,485+335.4% | $1,088+494.4% | $4,779+35.3% |
| Participant deferral / active EE | $4,329 | $2,527+71.3% | $1,874+131.0% | $5,609-22.8% |
| Admin fee / account holder | $96 | $4,142-97.7% | $3,082-96.9% | $10,828-99.1% |