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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 | $43,228 | $100,895-57.2% | $90,430-52.2% | $158,950-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.63% | 1725.54%-1708.9pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $14,066 | $3,689+281.3% | $3,262+331.2% | $4,762+195.4% |
| Participant deferral / active EE | $8,223 | $4,347+89.2% | $3,963+107.5% | $5,983+37.5% |
| Admin fee / account holder | $68 | $6,505-99.0% | $5,613-98.8% | $11,248-99.4% |