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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 | $54,375 | $70,587-23.0% | $124,693-56.4% | $85,847-36.7% |
| Participation rate | 94.0% | 64.4%+29.6pp | 74.6%+19.4pp | 69.3%+24.7pp |
| Annual return | 37.20% | 20688.83%-20651.6pp | 5144.19%-5107.0pp | 318.61%-281.4pp |
| Employer contribution / active EE | $3,076 | $1,913+60.7% | $3,324-7.5% | $2,565+19.9% |
| Participant deferral / active EE | $3,891 | $2,969+31.1% | $4,615-15.7% | $3,952-1.5% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |