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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 | $50,626 | $88,815-43.0% | $81,882-38.2% | $145,897-65.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.94% | 1033.75%-1018.8pp | 779.47%-764.5pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,514 | $3,086+13.8% | $2,916+20.5% | $4,663-24.6% |
| Participant deferral / active EE | $5,527 | $4,647+18.9% | $4,323+27.8% | $6,689-17.4% |
| Admin fee / account holder | $1 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |