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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 | $56,259 | $88,702-36.6% | $81,780-31.2% | $145,978-61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1029.12%-1010.7pp | 776.27%-757.9pp | 550.52%-532.1pp |
| Employer contribution / active EE | $9,106 | $3,084+195.2% | $2,914+212.5% | $4,662+95.3% |
| Participant deferral / active EE | $4,547 | $4,645-2.1% | $4,321+5.2% | $6,690-32.0% |
| Admin fee / account holder | $6 | $8,414-99.9% | $7,384-99.9% | $13,400-100.0% |