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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 | $69,152 | $149,040-53.6% | $120,225-42.5% | $137,256-49.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.67% | 605.68%-590.0pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $16,391 | $4,350+276.8% | $3,475+371.6% | $4,156+294.4% |
| Participant deferral / active EE | $13,912 | $4,655+198.9% | $3,999+247.9% | $6,407+117.1% |
| Admin fee / account holder | $182 | $6,348-97.1% | $5,696-96.8% | $12,270-98.5% |