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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 | $70,504 | $88,702-20.5% | $81,780-13.8% | $145,978-51.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.99% | 1029.12%-1015.1pp | 776.27%-762.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,893 | $3,084-6.2% | $2,914-0.7% | $4,662-37.9% |
| Participant deferral / active EE | $23,200 | $4,645+399.5% | $4,321+437.0% | $6,690+246.8% |
| Admin fee / account holder | $255 | $8,414-97.0% | $7,384-96.6% | $13,400-98.1% |