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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 | $41,811 | $99,011-57.8% | $86,582-51.7% | $147,586-71.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.74% | 1312.75%-1296.0pp | 965.08%-948.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $5,613 | $3,132+79.2% | $2,839+97.7% | $4,876+15.1% |
| Participant deferral / active EE | $8,163 | $3,972+105.5% | $3,609+126.2% | $5,439+50.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |