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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 | $50,731 | $96,419-47.4% | $80,648-37.1% | $139,487-63.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.45% | 1352.86%-1338.4pp | 937.21%-922.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,191 | $3,261-32.8% | $2,724-19.5% | $4,755-53.9% |
| Participant deferral / active EE | $4,293 | $5,225-17.8% | $4,443-3.4% | $6,713-36.0% |
| Admin fee / account holder | $49 | $6,605-99.3% | $5,382-99.1% | $11,407-99.6% |