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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 | $89,440 | $173,340-48.4% | $136,007-34.2% | $145,959-38.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.67% | 1163.32%-1138.6pp | 579.32%-554.6pp | 561.95%-537.3pp |
| Employer contribution / active EE | $2,495 | $5,275-52.7% | $4,215-40.8% | $4,661-46.5% |
| Participant deferral / active EE | $6,109 | $8,699-29.8% | $7,024-13.0% | $6,689-8.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |