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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 | $44,535 | $100,895-55.9% | $90,430-50.8% | $158,950-72.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.85% | 1725.54%-1699.7pp | 1293.73%-1267.9pp | 302.91%-277.1pp |
| Employer contribution / active EE | $5,882 | $3,689+59.5% | $3,262+80.3% | $4,762+23.5% |
| Participant deferral / active EE | $11,825 | $4,347+172.0% | $3,963+198.4% | $5,983+97.7% |
| Admin fee / account holder | $184 | $6,505-97.2% | $5,613-96.7% | $11,248-98.4% |